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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 931 | 1104 | 1010 | 1194 | 1528 |
Fund Return | -1.6% | -6.88% | 10.44% | 0.32% | 3.6% | 4.33% |
Place in category | 163 | 157 | 71 | 86 | 117 | 76 |
% in Category | 97 | 91 | 48 | 57 | 84 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Longleaf Partners | 1.19B | -2.26 | 1.30 | 3.77 | ||
Longleaf Partners Small-Cap | 675.04M | 2.01 | 3.93 | 5.09 | ||
Longleaf Partners International | 672.16M | 0.46 | 0.43 | 2.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 26.04B | -2.10 | -0.55 | 7.41 | ||
American Funds SMALLCAP World A | 25.25B | -2.15 | -0.93 | 7.01 | ||
American Funds SMALLCAP World F2 | 8.47B | -2.12 | -0.66 | 7.29 | ||
Old Westbury Small & Mid Cap Strate | 8.7B | 1.19 | 1.56 | 5.33 | ||
American Funds SMALLCAP World 529A | 1.46B | -2.16 | -0.96 | 6.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exor NV | NL0012059018 | 6.01 | 90.25 | +0.19% | |
Affiliated Managers | US0082521081 | 5.83 | 169.43 | -0.67% | |
CNX Resources | US12653C1080 | 5.57 | 32.03 | -1.26% | |
IAC/InterActiveCorp | US44891N2080 | 5.33 | 48.55 | +0.56% | |
FedEx | US31428X1063 | 5.22 | 246.21 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Buy | Neutral | Neutral |
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