Westwood Income Opportunity Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 6.44
Mean 0.85
Sharpe Ratio 1.57
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 74.87 80.62
Beta 0.68 0.46
Alpha 3.89 3.64

See Also:

Top Westwood Funds