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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 998 | 1122 | 1178 | 1640 | 2330 |
Fund Return | 12.21% | -0.24% | 12.21% | 5.61% | 10.4% | 8.83% |
Place in category | 157 | 75 | 157 | 136 | 77 | 69 |
% in Category | 39 | 22 | 39 | 42 | 26 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.2B | 5.90 | 3.25 | 5.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.62B | 7.09 | 4.88 | 8.68 | ||
JHancock Disciplined Value Mid Cap | 15.04B | 10.31 | 6.13 | 9.27 | ||
Vanguard Mid-Cap Value Index Admira | 12.69B | 14.03 | 4.85 | 8.50 | ||
Victory Sycamore Established Value6 | 10.68B | 10.24 | 5.86 | 10.80 | ||
MFS Mid Cap Value R6 | 9.7B | 14.11 | 5.59 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 25.11 | - | - | |
DFA US Large Cap Value III | - | 15.50 | - | - | |
DFA US Small Cap I | - | 15.00 | - | - | |
DFA US Micro Cap I | - | 14.98 | - | - | |
iShares MSCI USA Value Factor ETF | - | 8.80 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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