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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1202 | 1029 | 1202 | 1205 | 1918 | 2170 |
Fund Return | 20.18% | 2.91% | 20.18% | 6.41% | 13.91% | 8.06% |
Place in category | 15 | 44 | 15 | 41 | 11 | 190 |
% in Category | 3 | 9 | 3 | 8 | 3 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hodges Retail | 209.22M | 30.11 | 9.99 | 9.40 | ||
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 Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Matador | US5764852050 | 4.74 | 56.68 | +0.37% | |
Texas Pacific | US88262P1021 | 4.12 | 1,345.3 | +0.50% | |
Eagle Materials | US26969P1084 | 4.10 | 255.90 | -1.55% | |
Taylor Morrison Home | US87724P1066 | 3.85 | 61.62 | -4.54% | |
SunOpta Inc. | CA8676EP1086 | 3.50 | 10.56 | -0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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