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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1090 | 1282 | 1364 | 1785 | 2216 |
Fund Return | 17.57% | 9.01% | 28.23% | 10.9% | 12.28% | 8.28% |
Place in category | 270 | 149 | 346 | 92 | 133 | 206 |
% in Category | 52 | 36 | 66 | 23 | 34 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.87B | 10.25 | 5.96 | 5.63 | ||
Templeton Growth Adv | 189.01M | 9.93 | 7.33 | 4.42 | ||
Templeton Growth R | 50.98M | 9.44 | 6.79 | 3.90 | ||
Templeton Growth R6 | 280.88M | 9.98 | 7.37 | 4.50 | ||
Templeton Growth A | 7.79B | 9.71 | 7.06 | 4.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 22.72B | 21.77 | 10.34 | 9.73 | ||
DFA US Small Cap Value I | 17.18B | 18.96 | 12.95 | 9.76 | ||
DFA US Targeted Value I | 14.18B | 18.32 | 12.33 | 10.16 | ||
Vanguard Small Cap Value Index I | 6.71B | 21.77 | 10.35 | 9.74 | ||
Pear Tree Polaris Small Cap Ord | 4.18B | 18.75 | 10.14 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mattel | US5770811025 | 2.71 | 19.09 | +1.14% | |
Valmont Industries | US9202531011 | 2.41 | 328.28 | +0.14% | |
The Hanover Insurance | US4108671052 | 2.34 | 155.07 | +0.59% | |
Victory Capital | US92645B1035 | 2.32 | 64.78 | +0.75% | |
Bio-Rad Labs | US0905722072 | 2.29 | 339.98 | +1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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