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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 703 | 703 | 771 | 896 | 1061 | 1712 |
Fund Return | -29.67% | -29.67% | -22.93% | -3.58% | 1.2% | 5.52% |
Place in category | 25 | 25 | 26 | 9 | 10 | 30 |
% in Category | 8 | 8 | 8 | 3 | 4 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.67B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.74B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.17B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Special Opportunities Fund | - | 5.19 | - | - | |
iShares Russell 2000 Value ETF | - | 4.48 | - | - | |
Bristol-Myers Squibb Company | - | 4.35 | - | - | |
Square Inc A | - | 4.09 | - | - | |
Gabelli Global Small & Mid Cap Value Tru | - | 3.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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