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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1046 | 1189 | 1153 | 1532 | 2211 |
Fund Return | 4.35% | 4.57% | 18.88% | 4.85% | 8.9% | 8.26% |
Place in category | 8 | 172 | 88 | 351 | 336 | 162 |
% in Category | 2 | 39 | 20 | 77 | 78 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.17B | -1.81 | 3.45 | 7.99 | ||
Delaware Emerging Markets Instl | 2.76B | 3.93 | 0.73 | 5.38 | ||
Delaware Small Cap Value Instl | 2.32B | -0.34 | 2.63 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.9B | -2.37 | 11.73 | 12.81 | ||
Optimum Large Cap Value Instl | 1.82B | 4.85 | 8.67 | 8.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.11B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.54B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 3.92B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hancock Whitney | US4101201097 | 1.90 | 53.00 | -0.09% | |
Webster Financial | US9478901096 | 1.90 | 51.11 | -1.16% | |
Axis Capital | BMG0692U1099 | 1.84 | 91.94 | -0.78% | |
Synovus | US87161C5013 | 1.73 | 46.84 | +0.04% | |
ITT | US45073V1089 | 1.69 | 138.69 | +0.87% |
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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