Westwood
Statistics as of Apr 02, 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 0.62% | TTM Yield 1.4% | 3yr Sharpe 0.02 | YTD Return 0.4% | 3yr Return 14.2% | 1yr Return 4.3% | Total Assets $183M | 6M Money Flow -$31M | |
Expense Ratio 0.80% Expense Ratio 0.55% | ||||||||
Expense Ratio 0.45% | TTM Yield 1.5% | 3yr Sharpe 0.11 | YTD Return 1.7% | 3yr Return 19.0% | 1yr Return 6.6% | Total Assets $20M | 6M Money Flow -$3M | |
Expense Ratio 0.53% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.2% | 3yr Sharpe 0.01 | YTD Return -2.1% | 3yr Return 15.3% | 1yr Return 0.7% | Total Assets $2M | 6M Money Flow -$166K | |
Expense Ratio 0.79% | TTM Yield 1.0% | 3yr Sharpe -0.07 | YTD Return -5.1% | 3yr Return 10.5% | 1yr Return -1.8% | Total Assets $971M | 6M Money Flow -$90M | |
Expense Ratio 0.90% Expense Ratio 1.79% Expense Ratio 1.04% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -3.3% | 3yr Return 15.6% | 1yr Return 1.0% | Total Assets $91M | 6M Money Flow -$8M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.5% | 3yr Return - | 1yr Return - | Total Assets $614K | 6M Money Flow - | |
Expense Ratio 1.09% | TTM Yield 4.2% | 3yr Sharpe 0.73 | YTD Return 8.1% | 3yr Return 64.3% | 1yr Return 33.1% | Total Assets $1B | 6M Money Flow $32M | |
Expense Ratio 1.37% Expense Ratio 2.12% Expense Ratio 1.02% | ||||||||
Expense Ratio 0.80% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 6.6% | 3yr Return - | 1yr Return - | Total Assets $87M | 6M Money Flow $23M | |
Expense Ratio 0.85% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.6% | 3yr Return - | 1yr Return - | Total Assets $17M | 6M Money Flow $3M | |
Expense Ratio 0.89% | TTM Yield 5.7% | 3yr Sharpe 0.00 | YTD Return 1.2% | 3yr Return 13.9% | 1yr Return 9.8% | Total Assets $106M | 6M Money Flow $6M | |
Expense Ratio 1.13% | ||||||||
Expense Ratio 0.84% | TTM Yield 3.9% | 3yr Sharpe -0.14 | YTD Return 1.0% | 3yr Return 9.2% | 1yr Return 7.6% | Total Assets $523M | 6M Money Flow -$9M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 0.99% | TTM Yield 1.2% | 3yr Sharpe 0.24 | YTD Return 2.1% | 3yr Return 15.6% | 1yr Return 7.3% | Total Assets $149M | 6M Money Flow $27M | |
Expense Ratio 0.85% Expense Ratio 1.10% | ||||||||
Expense Ratio 1.43% | TTM Yield 3.1% | 3yr Sharpe -0.71 | YTD Return 0.2% | 3yr Return 4.4% | 1yr Return 4.9% | Total Assets $161M | 6M Money Flow -$6M | |
Expense Ratio 1.71% Expense Ratio 2.38% | ||||||||
Expense Ratio 1.17% | TTM Yield 3.9% | 3yr Sharpe -0.77 | YTD Return -3.0% | 3yr Return 4.3% | 1yr Return -1.0% | Total Assets $71M | 6M Money Flow $911K | |
Expense Ratio 1.48% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.93% | TTM Yield 4.5% | 3yr Sharpe -0.19 | YTD Return -2.0% | 3yr Return 5.7% | 1yr Return 6.2% | Total Assets $254M | 6M Money Flow -$16M | |
Expense Ratio 1.23% | ||||||||