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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1046 | 1192 | 1162 | 1551 | 2267 |
Fund Return | 4.37% | 4.63% | 19.18% | 5.12% | 9.17% | 8.53% |
Place in category | 7 | 162 | 77 | 329 | 319 | 131 |
% in Category | 2 | 38 | 18 | 73 | 75 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.57B | 4.24 | 5.97 | 9.25 | ||
Delaware Emerging Markets Instl | 2.93B | 5.40 | -1.38 | 5.68 | ||
Optimum Large Cap Growth Instl | 2.09B | 1.80 | 11.39 | 14.01 | ||
Optimum Large Cap Value Instl | 1.86B | 4.31 | 7.85 | 9.06 | ||
US24610B8265 | 1.56B | 4.27 | 6.11 | - |
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 | 15.87B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.16B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.06B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hancock Whitney | US4101201097 | 1.90 | 56.82 | -2.24% | |
Webster Financial | US9478901096 | 1.90 | 55.80 | -3.24% | |
Axis Capital | BMG0692U1099 | 1.84 | 91.81 | -0.89% | |
Synovus | US87161C5013 | 1.72 | 51.81 | -4.09% | |
ITT | US45073V1089 | 1.68 | 141.93 | -4.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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