Westwood Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-3.909.2012.41-6.788.43
    Category Average-3.659.2212.73-6.916.95
    Assets for Each Yr*3.603.794.223.242.73
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.43 6.23 4.17

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,726 mil $5,000 2.99 97.01
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 29.04 0.83 Below Avg
    International Stock 3.0 9.40 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.1 2.38 0.79 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    The Home Depot Inc* Consumer Cyclical 22.34 1.67
    Alexandria Real Estate Equities * RealEstate 29.91 1.59
    Bank of America Corporation* Financial Services 17.37 1.53
    Abbott Laboratories* Healthcare 16.22 1.39
    Booz Allen Hamilton Holding Corp* Industrials 45.68 0.85
    BB&T Corp* Financial Services 15.84 0.71
    Bloomin Brands Inc* Consumer Cyclical 7.66 0.32
    South Jersey Industries Inc* Utilities 21.82 0.31
    Oxford Industries Inc* Consumer Cyclical 7.64 0.31
    Installed Building Products Inc* Basic Materials 58.39 0.30
    Houlihan Lokey Inc* Financial Services 24.95 0.29
    Callon Petroleum Co* Energy 0.62 0.27
    Kaman Corp Class A* Industrials 7.63 0.24
    LegacyTexas Financial Group Inc* Financial Services 23.25 0.22
    Continental Building Products In* Basic Materials -4.79 0.22
    Omnicell Inc* Technology 38.28 0.22
    PotlatchDeltic Corp* RealEstate 26.01 0.18
    Eagle Materials Inc* Basic Materials 45.24 0.18
    Hubbell Inc* Technology 26.31 0.17
    KAR Auction Services Inc* Consumer Cyclical 27.98 0.16

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood SmallCap In William E. Costello 7.50
    Westwood LargeCap Va Scott D. Lawson 6.50
    Westwood SMidCap Ins Grant L. Taber 5.80
    Westwood Short Durat Anne C. Yobage 5.50
    Westwood SMidCap Plu Grant L. Taber 4.80

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Westwood Income Oppo David Clott 0.20
    Westwood Worldwide I P. Adrian Helfert 0.20
    Westwood Flexible In Michael J. Carne 0.50
    Westwood Opportunist Hannah Strasser 2.70
    Westwood Low Volatil Matthew R. Lockridge 3.20