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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1301 | 1241 | 1415 | 1331 | 2294 | 2456 |
Fund Return | 30.11% | 24.08% | 41.48% | 9.99% | 18.07% | 9.4% |
Place in category | 24 | 2 | 17 | 70 | 3 | 130 |
% in Category | 9 | 1 | 7 | 22 | 2 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hodges Small Cap Retail | 141.11M | 20.18 | 6.41 | 8.06 | ||
Hodges Small Intrinsic Value Retail | 61.91M | 1.49 | 2.69 | 7.96 | ||
Hodges Small Cap Institutional | 41.25M | 2.76 | 10.97 | 9.13 |
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 % | |
---|---|---|---|---|---|
Uber Tech | US90353T1007 | 6.39 | 74.60 | +6.59% | |
Texas Pacific | US88262P1021 | 6.02 | 1,345.3 | +0.50% | |
Matador | US5764852050 | 5.60 | 56.68 | +0.37% | |
DraftKings | US26142V1052 | 5.00 | 42.28 | -0.38% | |
Freeport-McMoran | US35671D8570 | 4.25 | 38.22 | +2.88% |
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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