Nasdaq - Delayed Quote USD

Advisors Inner Circle Fund - Westwood Flexible Income Fund (WFLEX)

6.53 0.00 (0.00%)
As of January 15 at 8:00 PM EST. Market Open.

Fund Summary

The fund invests primarily in income-producing fixed income and equity securities, including ETFs that invest primarily in income-producing securities. Under normal circumstances, it invests at least 65% of its net assets in fixed income securities and preferred stocks. The fund may invest in bank loans in the form of participations in the loans and assignments of all or a portion of the loans from third parties. It may invest up to 35% of its net assets in equity securities, other than preferred stocks.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 15.92%
Worst 1Y Total Return 15.92%
Number of Years Up 1
Number of Years Down --

Performance & Risk

YTD Return 1.97%
5y Average Return 0.00%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
WFLEXCategory AverageWFLEXCategory AverageWFLEXCategory Average
Alpha -- -0 -- -0.01 -- 0
BETA -- 0.01 -- 0.01 -- 0.01
Mean Annual Return -- 0.01 -- 0 -- 0
R-squared -- 0.84 -- 0.83 -- 0.83
Standard Deviation -- 0.07 -- 0.06 -- 0.05
Sharpe Ratio -- 0.01 -- 0.01 -- 0.01
Treynor Ratio -- 0.1 -- 0.08 -- 0.08

Related Tickers