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Westwood Total Return Inst WLVIX

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%

Morningstar’s Analysis WLVIX

Will WLVIX outperform in future?

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

Summary

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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.

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