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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 972 | 1274 | 1127 | 1536 | 2077 |
Fund Return | 9.32% | -2.77% | 27.35% | 4.08% | 8.96% | 7.58% |
Place in category | 134 | 199 | 291 | 217 | 276 | 152 |
% in Category | 27 | 43 | 56 | 54 | 65 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners All Cap Value Instl | 1.29B | 11.13 | 7.76 | 9.70 | ||
Boston Partners Long/Short Rsrch In | 613.21M | 14.66 | 9.81 | 5.66 | ||
Boston Partners Global Equity Instl | 238.55M | 14.32 | 9.91 | 8.20 | ||
Boston Partners All Cap Value Inv | 224.9M | 11.93 | 9.56 | 9.73 | ||
Boston Partners Global Long/Short I | 147.96M | 11.48 | 13.54 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.28B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 18B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.62B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.15B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.75B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal Agricultural Mortgage | US3131483063 | 1.77 | 210.33 | -0.84% | |
Brinks | US1096961040 | 1.75 | 95.60 | -1.07% | |
SLM | US78442P1066 | 1.68 | 24.05 | -0.12% | |
Viper Energy Ut | US9279591062 | 1.31 | 52.48 | -0.66% | |
InterDigital | US45867G1013 | 1.26 | 184.42 | -2.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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