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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1044 | 1270 | 1409 | 1959 | 2794 |
Fund Return | 16.4% | 4.45% | 27.03% | 12.1% | 14.4% | 10.82% |
Place in category | 316 | 367 | 236 | 61 | 35 | 21 |
% in Category | 74 | 84 | 58 | 21 | 13 | 9 |
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 % | |
---|---|---|---|---|---|
LM Ericsson B ADR | US2948216088 | 6.95 | 7.57 | +0.26% | |
F5 Networks | US3156161024 | 6.25 | 306.60 | -0.27% | |
Workday | US98138H1014 | 5.45 | 271.89 | -2.13% | |
Siemens ADR | US8261975010 | 3.92 | 106.63 | -1.19% | |
Baker Hughes | US05722G1004 | 3.64 | 46.20 | -1.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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