Westwood
Statistics as of Apr 04, 2025
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Found total of 15 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▼ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.09% | TTM Yield 4.9% | 3yr Sharpe 0.73 | YTD Return -6.7% | 3yr Return 41.7% | 1yr Return 14.7% | Total Assets $1B | 6M Money Flow $32M | |
Expense Ratio 1.37% Expense Ratio 2.12% Expense Ratio 1.02% | ||||||||
Expense Ratio 0.99% | TTM Yield 1.2% | 3yr Sharpe 0.24 | YTD Return 1.5% | 3yr Return 15.0% | 1yr Return 6.8% | Total Assets $148M | 6M Money Flow $27M | |
Expense Ratio 0.85% Expense Ratio 1.10% | ||||||||
Expense Ratio 0.89% | TTM Yield 5.9% | 3yr Sharpe 0.00 | YTD Return -2.8% | 3yr Return 9.3% | 1yr Return 5.4% | Total Assets $102M | 6M Money Flow $6M | |
Expense Ratio 1.13% | ||||||||
Expense Ratio 0.45% | TTM Yield 1.6% | 3yr Sharpe 0.11 | YTD Return -7.3% | 3yr Return 8.7% | 1yr Return -1.6% | Total Assets $19M | 6M Money Flow -$3M | |
Expense Ratio 0.53% | ||||||||
Expense Ratio 0.62% | TTM Yield 1.6% | 3yr Sharpe 0.02 | YTD Return -7.9% | 3yr Return 5.0% | 1yr Return -3.3% | Total Assets $169M | 6M Money Flow -$31M | |
Expense Ratio 0.80% Expense Ratio 0.55% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -11.5% | 3yr Return 4.6% | 1yr Return -8.1% | Total Assets $2M | 6M Money Flow -$166K | |
Expense Ratio 0.90% | TTM Yield 1.4% | 3yr Sharpe 0.01 | YTD Return -13.7% | 3yr Return 3.8% | 1yr Return -9.5% | Total Assets $83M | 6M Money Flow -$8M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.84% | TTM Yield 4.1% | 3yr Sharpe -0.14 | YTD Return -4.1% | 3yr Return 3.5% | 1yr Return 2.2% | Total Assets $497M | 6M Money Flow -$9M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 1.17% | TTM Yield 3.9% | 3yr Sharpe -0.77 | YTD Return -3.8% | 3yr Return 3.3% | 1yr Return -1.8% | Total Assets $70M | 6M Money Flow $911K | |
Expense Ratio 1.48% Expense Ratio 1.73% | ||||||||
Expense Ratio 1.43% | TTM Yield 3.2% | 3yr Sharpe -0.71 | YTD Return -1.9% | 3yr Return 1.9% | 1yr Return 3.2% | Total Assets $163M | 6M Money Flow -$6M | |
Expense Ratio 1.71% Expense Ratio 2.38% | ||||||||
Expense Ratio 0.93% | TTM Yield 4.7% | 3yr Sharpe -0.19 | YTD Return -6.1% | 3yr Return 1.6% | 1yr Return 1.6% | Total Assets $244M | 6M Money Flow -$16M | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.2% | 3yr Sharpe -0.07 | YTD Return -15.2% | 3yr Return -0.8% | 1yr Return -11.9% | Total Assets $883M | 6M Money Flow -$90M | |
Expense Ratio 0.90% Expense Ratio 1.79% Expense Ratio 1.04% | ||||||||
Expense Ratio 0.80% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -5.7% | 3yr Return - | 1yr Return - | Total Assets $77M | 6M Money Flow $23M | |
Expense Ratio 0.85% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.5% | 3yr Return - | 1yr Return - | Total Assets $15M | 6M Money Flow $3M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -10.1% | 3yr Return - | 1yr Return - | Total Assets $555K | 6M Money Flow - | |