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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 985 | 1379 | 1209 | 1656 | 1997 |
Fund Return | 11.53% | -1.52% | 37.86% | 6.53% | 10.61% | 7.16% |
Place in category | 59 | 122 | 13 | 79 | 137 | 197 |
% in Category | 13 | 22 | 3 | 25 | 37 | 58 |
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.94B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.59B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.81B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Red Rock Resorts | US75700L1089 | 5.52 | 49.75 | -1.47% | |
Triumph Bancorp | US89679E3009 | 4.49 | 108.82 | -1.22% | |
First Advantage Corp | - | 4.43 | - | - | |
United States Lime&Minerals | US9119221029 | 4.10 | 157.45 | +5.99% | |
Allegiant | US01748X1028 | 4.04 | 80.74 | -3.89% |
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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