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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1100 | 1177 | 1202 | 1954 | 2763 |
Fund Return | 2.26% | 9.95% | 17.7% | 6.31% | 14.34% | 10.7% |
Place in category | 280 | 12 | 126 | 226 | 42 | 16 |
% in Category | 54 | 3 | 27 | 54 | 16 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Invmt | 1.41B | 2.21 | 7.99 | 9.72 | ||
Royce Premier Invmt | 955.82M | 2.66 | 6.01 | 9.39 | ||
Royce Total Return Invmt | 636.46M | 2.11 | 7.95 | 8.95 | ||
Royce Special Equity Invmt | 462.21M | -2.04 | 4.16 | 6.42 | ||
Royce Premier Instl | 278.3M | 3.09 | 2.28 | 8.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.45B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.56B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.19B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Solaris Oilfield | US83418M1036 | 0.98 | 25.950 | -2.26% | |
Kyndryl Holdings Inc Ordinary Shares | - | 0.96 | - | - | |
Chart Industries | US16115Q3083 | 0.95 | 196.46 | -2.85% | |
Lakeland Industries | US5117951062 | 0.93 | 23.07 | -2.12% | |
Select Energy Services | US81617J3014 | 0.93 | 12.770 | -0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Neutral | Buy |
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