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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 968 | 1239 | 1285 | 1866 | 2214 |
Fund Return | 4.87% | -3.2% | 23.89% | 8.73% | 13.29% | 8.27% |
Place in category | 353 | 239 | 387 | 27 | 37 | 84 |
% in Category | 70 | 52 | 77 | 9 | 15 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Value Opps Instl | 514.71M | 11.69 | 9.11 | 10.86 | ||
Hotchkis & Wiley Mid-Cap Value I | 283.9M | 4.09 | 9.59 | 6.75 | ||
Hotchkis & Wiley Large Cap Value I | 265.47M | 13.85 | 9.85 | 9.43 | ||
Hotchkis & Wiley Large Cap Value A | 139.09M | 13.62 | 9.59 | 9.15 | ||
Hotchkis & Wiley Mid-Cap Value A | 125.48M | 6.01 | 11.93 | 6.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.95B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.69B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.83B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
F5 Networks | US3156161024 | 7.65 | 253.39 | +0.90% | |
Stagwell Inc Ordinary Shares - Class A | - | 4.73 | - | - | |
Nov | US62955J1034 | 4.61 | 15.84 | -2.13% | |
Popular | PR7331747001 | 3.75 | 99.42 | +0.94% | |
Jones Lang LaSalle | US48020Q1076 | 3.60 | 276.34 | -0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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