Westwood Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.659.1012.47-6.7513.04
    Category Average-3.439.0612.82-6.9010.58
    Assets for Each Yr*3.563.754.203.222.36
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.04 6.52 4.59

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,364 mil $5,000 3.35 96.65
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 34.96 0.83 Below Avg
    International Stock 2.0 8.82 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.1 2.43 0.93 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood SmallCap In William E. Costello 7.70
    Westwood LargeCap Va Scott D. Lawson 6.70
    Westwood SMidCap Ins Grant L. Taber 6.10
    Westwood SMidCap Plu Grant L. Taber 5.10
    Westwood Market Neut David Clott 4.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood Short Durat P. Adrian Helfert 0.00
    Westwood Income Oppo David Clott 0.50
    Westwood Flexible In Michael J. Carne 0.70
    Westwood Low Volatil Matthew R. Lockridge 3.40
    Westwood Emerging Ma Patricia Perez-Coutt 3.60