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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1065 | 1223 | 1296 | 1686 | 2636 |
Fund Return | 5.03% | 6.53% | 22.29% | 9.04% | 11.01% | 10.18% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.62B | 4.24 | 5.97 | 9.25 | ||
Delaware Emerging Markets Instl | 2.95B | 5.40 | -1.38 | 5.68 | ||
Delaware Small Cap Value Instl | 2.49B | 4.37 | 5.12 | 8.53 | ||
Optimum Large Cap Growth Instl | 2.11B | 1.80 | 11.39 | 14.01 | ||
Optimum Large Cap Value Instl | 1.87B | 4.31 | 7.85 | 9.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.75B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 2.12 | 107.45 | +1.00% | |
East West Bancorp | US27579R1041 | 1.83 | 98.23 | -1.03% | |
Webster Financial | US9478901096 | 1.60 | 58.67 | -0.68% | |
Dick’s Sporting Goods | US2533931026 | 1.59 | 230.96 | -1.57% | |
Semtech | US8168501018 | 1.53 | 37.89 | +2.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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