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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1045 | 1273 | 1419 | 1985 | 2866 |
Fund Return | 16.68% | 4.52% | 27.34% | 12.37% | 14.69% | 11.1% |
Place in category | 303 | 357 | 228 | 54 | 25 | 19 |
% in Category | 71 | 83 | 56 | 19 | 10 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 746.65M | 12.64 | 12.98 | 8.78 | ||
Hotchkis & Wiley Mid-Cap Value I | 269.51M | 4.09 | 9.59 | 6.75 | ||
Hotchkis & Wiley Large Cap Value I | 246.58M | 13.85 | 9.85 | 9.43 | ||
Hotchkis & Wiley Large Cap Value A | 125.24M | 13.62 | 9.59 | 9.15 | ||
Hotchkis & Wiley Mid-Cap Value A | 118.51M | 6.01 | 11.93 | 6.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.66B | 13.73 | 9.20 | 9.37 | ||
JHancock Disciplined Value Mid Cap | 15.25B | 18.63 | 11.15 | 10.22 | ||
Vanguard Mid-Cap Value Index Admira | 13.87B | 23.41 | 9.82 | 9.43 | ||
Victory Sycamore Established Value6 | 10.88B | 18.33 | 10.82 | 11.74 | ||
MFS Mid Cap Value R6 | 9.71B | 22.99 | 10.60 | 10.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
F5 Networks | US3156161024 | 7.46 | 252.00 | -3.00% | |
LM Ericsson B ADR | US2948216088 | 6.22 | 7.99 | -2.68% | |
Workday | US98138H1014 | 4.58 | 268.93 | -3.27% | |
Siemens ADR | US8261975010 | 4.04 | 99.07 | -2.02% | |
Baker Hughes | US05722G1004 | 3.41 | 40.04 | -3.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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