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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 | 680.99M | -0.63 | 7.09 | 7.42 | ||
Hotchkis & Wiley Value Opps Instl | 483.91M | 5.30 | 11.35 | 10.83 | ||
Hotchkis & Wiley Mid-Cap Value I | 244.97M | 2.02 | 7.57 | 7.00 | ||
Hotchkis & Wiley Large Cap Value I | 246.46M | 20.11 | 11.70 | 9.58 | ||
Hotchkis & Wiley Large Cap Value A | 121.71M | 19.83 | 11.43 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 20.95B | 0.88 | 6.36 | 8.48 | ||
JHancock Disciplined Value Mid Cap | 13.27B | 2.15 | 7.34 | 9.04 | ||
Vanguard Mid-Cap Value Index Admira | 12.89B | 2.61 | 6.94 | 8.47 | ||
Victory Sycamore Established Value6 | 9.98B | 1.70 | 7.31 | 10.52 | ||
MFS Mid Cap Value R6 | 8.91B | 0.75 | 6.83 | 9.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
APA Corp | US03743Q1085 | 4.19 | 19.52 | +1.64% | |
LM Ericsson B ADR | US2948216088 | 4.10 | 7.97 | -3.34% | |
Citizens Financial Group Inc | US1746101054 | 3.94 | 40.07 | +0.40% | |
Kosmos Energy | US5006881065 | 3.82 | 2.250 | +1.35% | |
F5 Networks | US3156161024 | 3.71 | 268.87 | +1.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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