Westwood Income Opportunity Fund

Class Inst (WHGIX)
Scorecard
3 / 5 Stars
Lipper
5 5 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 6.43
Mean 0.87
Sharpe Ratio 1.61
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Large Value TR USD
R-Squared 74.97 80.36
Beta 0.68 0.46
Alpha 4.14 3.91

See Also:

Top Westwood Funds