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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1026 | 1140 | 1178 | 1505 | 2132 |
Fund Return | 14.02% | 2.63% | 14.02% | 5.6% | 8.52% | 7.87% |
Place in category | 52 | 63 | 52 | 122 | 238 | 134 |
% in Category | 13 | 13 | 13 | 33 | 59 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners All Cap Value Instl | 1.25B | 9.99 | 6.46 | 9.28 | ||
Boston Partners Long/Short Rsrch In | 561.8M | 13.48 | 8.17 | 5.30 | ||
Boston Partners Global Equity Instl | 232.05M | 7.21 | 5.84 | 7.31 | ||
Boston Partners All Cap Value Inv | 213.02M | 9.70 | 6.19 | 9.01 | ||
Boston Partners Global Long/Short I | 111.72M | 2.13 | 8.72 | 5.30 |
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 | 16.81B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.79B | 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 % | |
---|---|---|---|---|---|
SLM | US78442P1066 | 1.71 | 28.58 | -0.21% | |
Federal Agricultural Mortgage | US3131483063 | 1.68 | 199.55 | +0.42% | |
Viper Energy Ut | US9279591062 | 1.46 | 46.39 | -0.43% | |
InterDigital | US45867G1013 | 1.39 | 181.28 | +2.09% | |
Western Alliance | US9576381092 | 1.26 | 89.17 | -5.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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