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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1075 | 1223 | 1240 | 1771 | 2358 |
Fund Return | 8.18% | 7.48% | 22.34% | 7.44% | 12.11% | 8.96% |
Place in category | 289 | 315 | 294 | 112 | 92 | 87 |
% in Category | 57 | 68 | 60 | 33 | 29 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.58B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.4B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.71B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
InterDigital | US45867G1013 | 4.70 | 181.06 | -1.82% | |
TD Synnex | US87162W1009 | 4.65 | 115.70 | -2.04% | |
Fabrinet | KYG3323L1005 | 4.59 | 252.00 | 0.00% | |
Sprouts Farmers | US85208M1027 | 4.20 | 141.83 | -2.49% | |
PVH | US6936561009 | 3.47 | 103.86 | +1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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