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Value funds invest in securities that are deemed to be undervalued on the basis of fundamental characteristics. There could be many types of value funds, including small-value...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 954 | 1094 | 1368 | 2236 | 3552 |
Fund Return | 9.43% | -4.6% | 9.43% | 11.01% | 17.46% | 13.51% |
Place in category | 234 | 487 | 234 | 15 | 5 | 1 |
% in Category | 46 | 98 | 46 | 5 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.99B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 14.09B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.23B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.98B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amerigo Resources | CA03074G1090 | 6.63 | 1.68 | +1.82% | |
Intl Petroleum | CA46016U1084 | 6.16 | 19.03 | +2.37% | |
Hallador | US40609P1057 | 5.13 | 10.560 | +6.13% | |
Kenmare Resources | IE00BDC5DG00 | 4.82 | 301.00 | 0.00% | |
Bank of Cyprus Holdings | IE00BD5B1Y92 | 4.61 | 5.06 | +0.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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