Westwood Income Opportunity Fund

Scorecard
1 / 5 Stars
Lipper
5 5 5 3 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 6.58
Mean 0.73
Sharpe Ratio 1.32
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Large Value TR USD
R-Squared 76.63 81.48
Beta 0.69 0.47
Alpha 3.01 3.32

See Also:

Top Westwood Funds