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Value funds invest in securities that are deemed to be undervalued on the basis of fundamental characteristics. There could be many types of value funds, including small-value...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 941 | 1259 | 1174 | 1866 | 2187 |
Fund Return | 2.36% | -5.94% | 25.88% | 5.49% | 13.29% | 8.14% |
Place in category | 421 | 432 | 340 | 123 | 36 | 98 |
% in Category | 85 | 86 | 66 | 36 | 15 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridgeway Aggressive Investors 1 | 204.16M | 26.06 | 8.00 | 7.81 | ||
Bridgeway Ultra-Small Company Marke | 182.32M | 3.80 | -6.47 | 5.88 | ||
Bridgeway Ultra-Small Company | 89.71M | 4.76 | 2.53 | 6.41 |
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 | 17.75B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.36B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.15B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.76B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SkyWest | US8308791024 | 1.20 | 112.74 | +1.05% | |
Teekay Tankers Ltd Class A | MHY8565N3002 | 0.96 | - | - | |
M/I Homes | US55305B1017 | 0.90 | 165.95 | +0.99% | |
SFLoration Ltd | BMG7738W1064 | 0.88 | 10.185 | -3.55% | |
Tronox | GB00BJT16S69 | 0.87 | 11.76 | -5.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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