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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 982 | 900 | 1076 | 1088 | 1637 | 1971 |
Fund Return | -1.82% | -10% | 7.64% | 2.86% | 10.36% | 7.02% |
Place in category | - | - | - | - | - | - |
% in Category | 48 | 64 | 46 | 74 | 76 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Russell 1000 Index M | 1.29B | 1.37 | 12.07 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.22B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.71B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 4.02B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Russell 2000 Value | US4642876308 | 0.67 | 155.26 | -0.70% | |
South State | US8404411097 | 0.58 | 94.41 | -0.42% | |
Old National Bancorp | US6800331075 | 0.52 | 21.46 | -0.23% | |
Taylor Morrison Home | US87724P1066 | 0.47 | 60.83 | -0.77% | |
Summit Materials | US86614U1007 | 0.46 | 215,760.00 | -1.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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