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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 995 | 1393 | 1252 | 1982 | 2928 |
Fund Return | 13.46% | -0.55% | 39.35% | 7.77% | 14.66% | 11.34% |
Place in category | 139 | 321 | 26 | 79 | 12 | 4 |
% in Category | 34 | 78 | 7 | 26 | 5 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.9B | 14.37 | 5.21 | 10.08 | ||
Diamond Hill Large Cap Y | 3.06B | 14.49 | 5.33 | 10.20 | ||
Diamond Hill Long-Short I | 1.62B | 9.80 | 4.55 | 6.17 | ||
Diamond Hill Small-Mid Cap Y | 665.1M | 7.28 | 2.24 | 7.64 | ||
Diamond Hill Small-Mid Cap I | 646.37M | 7.18 | 2.12 | 7.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.73B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.08B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 11.21B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10.12B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mr. Cooper | US62482R1077 | 7.80 | 98.29 | -2.35% | |
AIG | US0268747849 | 6.64 | 76.28 | +0.43% | |
Regal Beloit | US7587501039 | 5.53 | 171.97 | -5.63% | |
Red Rock Resorts | US75700L1089 | 5.25 | 49.75 | -1.47% | |
WESCO | US95082P1057 | 5.07 | 210.99 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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