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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1043 | 1162 | 1182 | 1400 | 1950 |
Fund Return | 0.79% | 4.33% | 16.17% | 5.74% | 6.96% | 6.91% |
Place in category | 465 | 209 | 222 | 276 | 418 | 293 |
% in Category | 93 | 45 | 42 | 63 | 96 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Berwyn Income | 247.56M | 1.67 | 2.29 | 3.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.46B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.53B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.16B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TXNM Energy | US69349H1077 | 2.40 | 50.21 | +0.38% | |
Methanex | CA59151K1084 | 2.40 | 65.28 | -1.14% | |
Kemper | US4884011002 | 2.22 | 67.51 | -0.63% | |
Old National Bancorp | US6800331075 | 2.22 | 23.89 | +0.13% | |
Columbus McKinnon | US1993331057 | 2.08 | 20.48 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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