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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1113 | 1209 | 1193 | 1315 | 3004 |
Fund Return | 7.54% | 11.34% | 20.9% | 6.05% | 5.63% | 11.63% |
Place in category | 16 | 103 | 198 | 311 | 307 | 81 |
% in Category | 4 | 21 | 49 | 81 | 97 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.51B | 3.02 | 14.43 | 15.47 | ||
GB00B88MP089 | 813.14M | 8.05 | 7.61 | 8.82 | ||
JPM Equity Income C Net Income | 804.68M | 4.54 | 8.72 | 10.07 | ||
GB00B8DB5B19 | 804.68M | 4.58 | 8.66 | 10.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Fundg | 5.18B | 3.96 | 9.36 | 13.17 | ||
GB00BMMV5766 | 1.18B | 25.02 | 4.35 | 14.29 | ||
GB00B8358Z89 | 403.65M | 2.45 | 10.36 | 13.19 | ||
Schroder US Smaller Comp Z Acc | 824.04M | 12.69 | 3.10 | 10.22 | ||
Schroder US Smaller Comp Z Inc | 824.04M | 12.68 | 3.09 | 10.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 3.08 | - | - | |
Applied Industrial Technologies | US03820C1053 | 1.76 | 265.34 | +0.84% | |
Casella | US1474481041 | 1.57 | 111.36 | +4.30% | |
FTAI Aviation | KYG3730V1059 | 1.51 | 113.59 | +5.25% | |
ExlServices | US3020811044 | 1.45 | 50.93 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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