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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1031 | 1166 | 1305 | 2001 | 2966 |
Fund Return | 3.4% | 3.1% | 16.57% | 9.28% | 14.88% | 11.48% |
Place in category | 223 | 201 | 209 | 63 | 15 | 9 |
% in Category | 49 | 44 | 52 | 23 | 6 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.5B | 4.06 | 5.58 | 10.48 | ||
Diamond Hill Large Cap Y | 2.83B | 4.08 | 5.71 | 10.61 | ||
Diamond Hill Long-Short I | 1.47B | 4.24 | 5.03 | 6.92 | ||
Diamond Hill Small-Mid Cap Y | 611.29M | 2.22 | 3.84 | 7.84 | ||
Diamond Hill Small-Mid Cap I | 473.88M | 2.23 | 3.72 | 7.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 2.94 | 6.84 | 9.34 | ||
JHancock Disciplined Value Mid Cap | 14.87B | 3.75 | 8.13 | 9.85 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.58B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.51B | 3.30 | 7.80 | 9.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mr. Cooper | US62482R1077 | 8.42 | 106.35 | +0.75% | |
AIG | US0268747849 | 6.80 | 74.69 | +0.15% | |
Red Rock Resorts | US75700L1089 | 5.43 | 49.25 | +0.76% | |
Cimpress NV | IE00BKYC3F77 | 5.38 | 57.22 | -0.88% | |
Regal Beloit | US7587501039 | 5.27 | 139.04 | -2.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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