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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 976 | 1015 | 1083 | 1663 | 2150 |
Fund Return | 1.49% | -2.4% | 1.49% | 2.69% | 10.71% | 7.96% |
Place in category | 475 | 446 | 475 | 330 | 87 | 124 |
% in Category | 97 | 88 | 97 | 76 | 27 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hodges Retail | 210.75M | 30.11 | 9.99 | 9.40 | ||
Hodges Small Cap Retail | 142.72M | 20.18 | 6.41 | 8.06 | ||
Hodges Small Cap Institutional | 41.75M | 2.76 | 10.97 | 9.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.45B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.56B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.19B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eagle Materials | US26969P1084 | 4.38 | 255.90 | -1.55% | |
Shoe Carnival | US8248891090 | 4.00 | 25.74 | -3.09% | |
SunOpta Inc. | CA8676EP1086 | 3.48 | 10.56 | -0.66% | |
Banc of California | US05990K1060 | 3.27 | 16.28 | -1.45% | |
Triumph Bancorp | US89679E3009 | 3.25 | 76.85 | -2.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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