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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 976 | 1093 | 1042 | 1453 | 1550 |
Fund Return | -0.33% | -2.36% | 9.27% | 1.38% | 7.75% | 4.48% |
Place in category | 424 | 423 | 394 | 380 | 328 | 281 |
% in Category | 100 | 100 | 92 | 100 | 90 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Longleaf Partners Small-Cap | 692.52M | 2.01 | 3.59 | 5.80 | ||
Longleaf Partners International | 647.88M | 0.00 | -1.92 | 2.92 | ||
Longleaf Partners Global | 241.29M | 10.50 | 0.88 | 4.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 2.94 | 6.84 | 9.34 | ||
JHancock Disciplined Value Mid Cap | 14.82B | 3.75 | 8.13 | 9.85 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.56B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.49B | 3.30 | 7.80 | 9.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CNX Resources | US12653C1080 | 6.54 | 29.82 | -2.68% | |
Affiliated Managers | US0082521081 | 5.76 | 172.97 | -1.66% | |
Fidelity National Info | US31620M1062 | 5.73 | 73.16 | -11.49% | |
IAC/InterActiveCorp | US44891N2080 | 5.35 | 41.00 | -0.89% | |
FedEx | US31428X1063 | 5.32 | 261.26 | +1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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