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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1021 | 1219 | 1009 | 1140 | 1680 |
Fund Return | 12.35% | 2.06% | 21.92% | 0.29% | 2.66% | 5.33% |
Place in category | 600 | 634 | 612 | 580 | 560 | 397 |
% in Category | 97 | 100 | 98 | 98 | 99 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust/Dow Jones DividendIncom | 853.92M | 11.57 | 3.85 | 6.63 | ||
First Trust Preferred Sec & Inc I | 147.41M | 11.56 | 1.78 | 4.90 | ||
First Trust/Confluence Small Cap Vi | 18.1M | 13.37 | 0.54 | 6.11 | ||
First Trust/Confluence Small Cap Va | 1.89M | 13.13 | 0.95 | 6.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.54B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spectrum Brands | US84790A1051 | 5.05 | 84.04 | +0.08% | |
Brown&Brown | US1152361010 | 4.75 | 100.92 | -0.66% | |
Hayward Holdings | US4212981009 | 4.13 | 14.93 | -1.78% | |
Kadant | US48282T1043 | 3.98 | 353.89 | +0.54% | |
Baldwin Insurance | US05589G1022 | 3.97 | 37.25 | -2.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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