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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 967 | 1031 | 1070 | 1389 | 2297 |
Fund Return | 3.09% | -3.27% | 3.09% | 2.28% | 6.79% | 8.67% |
Place in category | 610 | 602 | 610 | 299 | 449 | 107 |
% in Category | 98 | 94 | 98 | 54 | 83 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Invmt | 1.43B | 7.07 | 4.00 | 8.83 | ||
Royce Premier Invmt | 985.73M | 2.97 | 2.17 | 8.60 | ||
Royce Opportunity Invmt | 816.62M | 10.30 | 3.03 | 9.78 | ||
Royce Total Return Invmt | 636.91M | 10.03 | 5.80 | 8.29 | ||
Royce Special Equity Invmt | 472.02M | 3.05 | 2.88 | 6.16 |
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 | 27.16B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.85B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arcosa | US0396531008 | 3.29 | 100.00 | -1.28% | |
FirstService | CA33767E2024 | 3.08 | 180.40 | -0.81% | |
Colliers International | CA1946931070 | 3.01 | 202.74 | -1.96% | |
Stella-Jones Inc. | CA85853F1053 | 2.98 | 70.46 | +0.47% | |
SEI | US7841171033 | 2.97 | 85.82 | -0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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