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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1026 | 1156 | 1150 | 1536 | 2145 |
Fund Return | 2.07% | 2.59% | 15.58% | 4.76% | 8.97% | 7.93% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Russell 1000 Index M | 1.29B | 3.17 | 11.69 | 13.56 |
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 | 16.45B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.56B | 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 % | |
---|---|---|---|---|---|
iShares Russell 2000 Value | US4642876308 | 0.67 | 167.73 | +0.07% | |
South State | US8404411097 | 0.58 | 106.08 | +1.08% | |
Old National Bancorp | US6800331075 | 0.52 | 24.13 | +1.11% | |
Taylor Morrison Home | US87724P1066 | 0.47 | 62.42 | +0.32% | |
Summit Materials Inc | US86614U1007 | 0.46 | 52.49 | +0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Buy | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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