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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1025 | 1191 | 1421 | 1961 | 1953 |
Fund Return | 9.94% | 2.5% | 19.12% | 12.43% | 14.42% | 6.92% |
Place in category | 418 | 405 | 402 | 53 | 34 | 262 |
% in Category | 98 | 92 | 93 | 19 | 13 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 757.59M | 5.06 | 8.75 | 7.70 | ||
Hotchkis & Wiley Value Opps Instl | 499.3M | 4.09 | 10.73 | 11.34 | ||
Hotchkis & Wiley Mid-Cap Value I | 265.04M | 10.17 | 12.67 | 7.16 | ||
Hotchkis & Wiley Large Cap Value I | 254.67M | 20.11 | 11.70 | 9.58 | ||
Hotchkis & Wiley Large Cap Value A | 126.67M | 19.83 | 11.43 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 2.94 | 6.84 | 9.34 | ||
JHancock Disciplined Value Mid Cap | 14.87B | 3.75 | 8.13 | 9.85 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.58B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.51B | 3.30 | 7.80 | 9.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
APA Corp | US03743Q1085 | 4.19 | 21.67 | +0.14% | |
LM Ericsson B ADR | US2948216088 | 4.10 | 7.57 | +0.26% | |
Citizens Financial Group Inc | US1746101054 | 3.94 | 47.93 | -0.81% | |
Kosmos Energy | US5006881065 | 3.82 | 3.010 | +0.33% | |
F5 Networks | US3156161024 | 3.71 | 306.60 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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