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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 985 | 1162 | 1318 | 1903 | 3111 |
Fund Return | 16.25% | -1.49% | 16.25% | 9.64% | 13.73% | 12.02% |
Place in category | 66 | 497 | 66 | 14 | 14 | 8 |
% in Category | 10 | 78 | 10 | 3 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FullerThaler Behavioral Small Cap 6 | 2.52B | 16.39 | 9.77 | 12.15 | ||
FullerThaler Behavioral Small Capin | 645.59M | 15.89 | 9.33 | 11.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EMCOR | US29084Q1004 | 2.90 | 535.99 | +1.68% | |
Acuity Brands | US00508Y1029 | 2.77 | 336.85 | +0.32% | |
Comfort Systems | US1999081045 | 2.75 | 550.27 | +3.98% | |
H&R Block | US0936711052 | 2.43 | 53.25 | -3.08% | |
Allison Transmission | US01973R1014 | 2.08 | 120.11 | +0.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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