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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1198 | 1048 | 1286 | 1384 | 1729 | 2434 |
Fund Return | 19.83% | 4.77% | 28.56% | 11.43% | 11.58% | 9.3% |
Place in category | 765 | 827 | 538 | 376 | 439 | 403 |
% in Category | 69 | 74 | 48 | 36 | 43 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 735.96M | 12.64 | 12.98 | 8.78 | ||
Hotchkis & Wiley Value Opps Instl | 479.65M | 16.68 | 12.37 | 11.10 | ||
Hotchkis & Wiley Mid-Cap Value I | 268.41M | 10.17 | 12.67 | 7.16 | ||
Hotchkis & Wiley Large Cap Value I | 245.21M | 20.11 | 11.70 | 9.58 | ||
Hotchkis & Wiley Mid-Cap Value A | 117.89M | 9.94 | 12.43 | 6.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.64B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
F5 Networks | US3156161024 | 4.44 | 254.36 | +1.04% | |
Citigroup | US1729674242 | 4.34 | 71.00 | +1.52% | |
General Motors | US37045V1008 | 3.44 | 51.77 | +0.78% | |
LM Ericsson B ADR | US2948216088 | 3.43 | 8.15 | +0.99% | |
Wells Fargo&Co | US9497461015 | 3.39 | 71.31 | +1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Sell |
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