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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 996 | 1078 | 1024 | 1328 | 1863 |
Fund Return | 7.83% | -0.38% | 7.83% | 0.8% | 5.83% | 6.42% |
Place in category | 92 | 83 | 92 | 75 | 94 | 83 |
% in Category | 84 | 56 | 84 | 83 | 92 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Penn Series Fund Flexibly Managed | 5.22B | 12.45 | 5.42 | 10.31 | ||
Penn Series Fund Index 500 | 868.55M | 24.61 | 8.62 | 12.76 | ||
Penn Series International Equity | 233.78M | 9.55 | 1.03 | 5.93 | ||
Penn Series Fund Small Cap Growth F | 102.91M | 21.92 | 3.96 | 10.33 | ||
Penn Series Real Estate Securities | 103.28M | 6.40 | -3.89 | 6.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ESCO Technologies | US2963151046 | 1.50 | 137.00 | +2.19% | |
Ameris | US03076K1088 | 1.44 | 65.55 | +1.10% | |
Meritage | US59001A1025 | 1.42 | 80.78 | +0.25% | |
TXNM Energy | US69349H1077 | 1.36 | 48.50 | +0.09% | |
Home BancShares | US4368932004 | 1.35 | 30.35 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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