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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 1004 | 1399 | 1401 | 1482 | 3033 |
Fund Return | -1.62% | 0.4% | 39.87% | 11.91% | 8.19% | 11.73% |
Place in category | - | - | - | - | - | - |
% in Category | 8 | 28 | 25 | 43 | 55 | 31 |
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 | 16.84B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.85B | 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 % | |
---|---|---|---|---|---|
The Mosaic Co | - | 2.67 | - | - | |
Bunge Ltd | - | 2.34 | - | - | |
Diamondback Energy Inc | - | 2.13 | - | - | |
PulteGroup Inc | - | 2.09 | - | - | |
Whirlpool Corp | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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