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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 968 | 1302 | 1160 | 1574 | 2252 |
Fund Return | 9.99% | -3.21% | 30.17% | 5.06% | 9.49% | 8.46% |
Place in category | 108 | 241 | 159 | 146 | 227 | 73 |
% in Category | 23 | 52 | 29 | 39 | 54 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.48B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth Adv | 194.76M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.9M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 290.72M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 8.07B | 6.54 | 4.28 | 3.99 |
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 | 14.65B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.86B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ACI Worldwide | US0044981019 | 2.94 | 56.72 | -1.01% | |
Qinetiq | GB00B0WMWD03 | 2.88 | 424.40 | -0.14% | |
Mueller Water Products | US6247581084 | 2.86 | 25.03 | -0.93% | |
Columbia Banking | US1972361026 | 2.86 | 31.62 | -0.33% | |
South State | US8404411097 | 2.74 | 111.64 | +0.56% |
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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