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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1027 | 1170 | 1153 | 1565 | 2234 |
Fund Return | 1.22% | 2.71% | 16.98% | 4.87% | 9.38% | 8.37% |
Place in category | 300 | 301 | 106 | 161 | 119 | 87 |
% in Category | 71 | 72 | 30 | 47 | 36 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.18B | 3.50 | 3.37 | 3.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.35B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.3B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.54B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 24.72 | - | - | |
DFA US Small Cap I | - | 15.00 | - | - | |
DFA US Micro Cap I | - | 14.93 | - | - | |
DFA US Large Cap Value III | - | 14.28 | - | - | |
iShares MSCI USA Value Factor ETF | - | 10.32 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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