Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1053 | 1177 | 1146 | 1585 | 1997 |
Fund Return | 11.24% | 5.27% | 17.72% | 4.64% | 9.64% | 7.16% |
Place in category | 9 | 28 | 29 | 28 | 39 | 33 |
% in Category | 23 | 52 | 50 | 68 | 81 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 6.07B | 7.75 | 1.32 | 8.49 | ||
Delaware Emerging Markets Instl | 2.73B | 11.81 | -1.62 | 4.44 | ||
Delaware Small Cap Value Instl | 2.75B | 10.86 | 3.85 | 7.64 | ||
Optimum Large Cap Growth Instl | 2.09B | 23.46 | 4.11 | 13.13 | ||
Optimum Large Cap Value Instl | 1.9B | 15.22 | 6.84 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.91B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.63B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.83B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hancock Whitney | US4101201097 | 1.77 | 59.94 | -0.66% | |
East West Bancorp | US27579R1041 | 1.74 | 110.05 | +0.18% | |
Webster Financial | US9478901096 | 1.68 | 62.05 | +0.05% | |
Stifel | US8606301021 | 1.67 | 116.28 | -0.34% | |
FNB | US3025201019 | 1.62 | 17.16 | -0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review