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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 921 | 1152 | 1250 | 1907 | 1919 |
Fund Return | -0.8% | -7.92% | 15.2% | 7.71% | 13.78% | 6.74% |
Place in category | 178 | 110 | 16 | 43 | 91 | 220 |
% in Category | 32 | 27 | 4 | 12 | 27 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Heartland Value Plus Investor | 176.93M | 9.43 | 4.08 | 6.75 | ||
Heartland Value Plus Institutional | 108.66M | 2.81 | 1.75 | 6.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 15.11B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.54B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 3.92B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Chart Industries | US16115Q3083 | 3.08 | 141.99 | -5.12% | |
Texas Capital | US88224Q1076 | 2.75 | 71.76 | -3.04% | |
Lincoln Educational | US5335351004 | 2.68 | 15.410 | -2.47% | |
Capital City Bank | US1396741050 | 2.57 | 34.83 | -4.02% | |
Barrett | US0684631080 | 2.47 | 39.11 | -1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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