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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 927 | 1195 | 947 | 1135 | 1688 |
Fund Return | 5.15% | -7.32% | 19.54% | -1.8% | 2.57% | 5.37% |
Place in category | 520 | 603 | 574 | 534 | 537 | 368 |
% in Category | 87 | 100 | 96 | 95 | 99 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust/Dow Jones DividendIncom | 898.97M | 6.86 | 1.89 | 6.39 | ||
First Trust Preferred Sec & Inc I | 147.68M | 10.93 | 1.21 | 4.91 | ||
First Trust/Confluence Small Cap Vi | 20.76M | 5.38 | -2.19 | 5.39 | ||
First Confluence Small Cap Value C | 261.32K | 4.49 | -2.43 | 4.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.71B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spectrum Brands | US84790A1051 | 5.05 | 91.53 | +0.37% | |
Brown&Brown | US1152361010 | 4.75 | 112.85 | +0.99% | |
Hayward Holdings | US4212981009 | 4.13 | 16.39 | -0.06% | |
Kadant | US48282T1043 | 3.98 | 417.26 | -0.34% | |
Baldwin Insurance | US05589G1022 | 3.97 | 48.77 | +0.40% |
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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