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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 933 | 1105 | 1027 | 1150 | 1523 |
Fund Return | 10.5% | -6.68% | 10.5% | 0.88% | 2.84% | 4.3% |
Place in category | 36 | 125 | 36 | 23 | 112 | 73 |
% in Category | 27 | 70 | 27 | 17 | 80 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Longleaf Partners | 1.24B | -0.33 | 1.38 | 4.48 | ||
Longleaf Partners Small-Cap | 692.52M | 2.01 | 3.59 | 5.80 | ||
Longleaf Partners International | 647.88M | 0.00 | -1.92 | 2.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.31B | 2.52 | -0.26 | 8.05 | ||
American Funds SMALLCAP World R6 | 27.26B | 2.56 | 0.13 | 8.46 | ||
American Funds SMALLCAP World F2 | 10.19B | 2.55 | 0.02 | 8.34 | ||
Old Westbury Small & Mid Cap Strate | 8.97B | 3.31 | 1.73 | 6.07 | ||
American Funds SMALLCAP World 529A | 1.57B | 2.52 | -0.29 | 8.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CNX Resources | US12653C1080 | 6.37 | 29.82 | -2.68% | |
Millicom DRC | SE0001174970 | 5.69 | 291.0 | -0.82% | |
Eurofins Scientific | FR0014000MR3 | 5.53 | 51.30 | +1.18% | |
Affiliated Managers | US0082521081 | 5.37 | 172.97 | -1.66% | |
Exor NV | NL0012059018 | 5.28 | 93.80 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Neutral | Buy |
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