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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 995 | 1109 | 1061 | 1399 | 2019 |
Fund Return | 10.86% | -0.45% | 10.86% | 1.98% | 6.95% | 7.28% |
Place in category | 161 | 265 | 161 | 391 | 367 | 188 |
% in Category | 32 | 56 | 32 | 85 | 84 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.74B | 10.26 | 1.87 | 8.41 | ||
Delaware Emerging Markets Instl | 2.8B | 6.51 | -3.68 | 5.07 | ||
Delaware Small Cap Value Instl | 2.54B | 11.14 | 2.23 | 7.55 | ||
Optimum Large Cap Growth Instl | 2.09B | 32.31 | 6.85 | 13.72 | ||
Optimum Large Cap Value Instl | 1.86B | 13.64 | 5.48 | 8.27 |
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 | 16.88B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.89B | 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 | 4B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
East West Bancorp | US27579R1041 | 2.12 | 102.97 | -0.60% | |
Webster Financial | US9478901096 | 2.03 | 60.24 | +0.15% | |
Stifel | US8606301021 | 1.90 | 115.85 | -1.49% | |
Hancock Whitney | US4101201097 | 1.87 | 59.74 | -0.37% | |
Synovus | US87161C5013 | 1.83 | 56.42 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Sell | Strong Sell | Neutral |
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