Westwood Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-3.909.2012.41-6.788.39
    Category Average-3.669.1812.70-6.938.19
    Assets for Each Yr*3.603.794.223.243.31
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.39 8.71 4.83

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,311 mil $5,000 2.67 97.33
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 25.90 0.85 Below Avg
    International Stock 3.0 8.15 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 2.02 0.79 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Honeywell International Inc* Industrials 19.63 1.85
    PepsiCo Inc* Consumer Defensive 7.73 1.81
    JPMorgan Chase & Co* Financial Services 10.22 1.70
    Johnson & Johnson* Healthcare 7.97 1.63
    Abbott Laboratories* Healthcare 10.99 1.62
    Bank of America Corporation* Financial Services 20.94 1.59
    Alexandria Real Estate Equities * RealEstate 21.22 1.54
    Boston Properties Inc* RealEstate 17.49 1.45
    FedEx Corp* Industrials 12.85 1.34
    Texas Instruments Inc* Technology 17.24 0.97
    Union Pacific Corp* Industrials 16.93 0.96
    NextEra Energy Inc* Utilities 9.16 0.89
    Magellan Midstream Partners LP* Energy 9.27 0.65
    Stag Industrial Inc* RealEstate 15.39 0.33
    Albany International Corp* Consumer Cyclical 19.03 0.29
    Bloomin Brands Inc* Consumer Cyclical 12.63 0.28
    Installed Building Products Inc* Basic Materials 30.13 0.28
    Oxford Industries Inc* Consumer Cyclical 8.02 0.26
    Summit Materials Inc A* Basic Materials 41.53 0.25

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood Income Oppo Todd L. Williams 7.20
    Westwood SmallCap In William E. Costello 7.20
    Westwood LargeCap Va Scott D. Lawson 6.20
    Westwood SMidCap Ins Grant L. Taber 6.20
    Westwood SMidCap Plu Thomas C. Lieu 5.40

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood Flexible In Michael J. Carne 0.20
    Westwood Opportunist Hannah Strasser 2.40
    Westwood Emerging Ma Patricia Perez-Coutt 3.10
    Westwood Low Volatil Matthew R. Lockridge 3.50
    Westwood Market Neut David Clott 3.90