Advertisement
Skip to Content
Morningstar

Westwood Total Return Inst WLVIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.41  /  0.00
  • Total Assets 127.3 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.350%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.78%
  • Turnover 63%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis WLVIX

Will WLVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLVIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WLVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WLVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Westwood Total Return Inst’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor