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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 992 | 1104 | 1297 | 1792 | 2603 |
Fund Return | 10.37% | -0.84% | 10.37% | 9.05% | 12.38% | 10.04% |
Place in category | 315 | 286 | 315 | 12 | 16 | 30 |
% in Category | 78 | 66 | 78 | 5 | 9 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FMI International Institutional | 3.48B | 2.66 | 7.34 | - | ||
FMI Common Stock Institutional | 1.52B | 10.52 | 9.19 | - | ||
FMI International | 1.18B | 2.67 | 7.20 | 6.40 | ||
FMI Large Cap | 861.68M | 10.01 | 4.41 | 8.88 | ||
FMI Large Cap Instutional | 637.34M | 10.22 | 4.56 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Genpact | BMG3922B1072 | 4.68 | 54.64 | -0.57% | |
Carlisle | US1423391002 | 4.61 | 351.23 | +0.20% | |
Fortune Brands | US34964C1062 | 4.39 | 69.13 | +1.53% | |
Houlihan Lokey Inc | US4415931009 | 4.36 | 182.89 | -1.07% | |
Simpson Manufacturing | US8290731053 | 4.23 | 167.46 | +1.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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