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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 997 | 1030 | 1089 | 1433 | 1818 |
Fund Return | 3.05% | -0.29% | 3.05% | 2.88% | 7.46% | 6.16% |
Place in category | 464 | 240 | 464 | 310 | 326 | 296 |
% in Category | 93 | 52 | 93 | 72 | 76 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Invmt | 1.38B | 7.07 | 4.00 | 8.83 | ||
Royce Premier Invmt | 936M | 2.97 | 2.17 | 8.60 | ||
Royce Opportunity Invmt | 793.25M | 10.30 | 3.03 | 9.78 | ||
Royce Total Return Invmt | 611.7M | 10.03 | 5.80 | 8.29 | ||
Royce Opportunity Instl | 257.01M | 17.01 | 6.55 | 10.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 22.72B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 15.98B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.18B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.71B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.91B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mueller Industries | US6247561029 | 5.79 | 78.21 | -1.98% | |
Standard Motor Products | US8536661056 | 4.79 | 29.73 | -2.04% | |
Ennis | US2933891028 | 4.33 | 20.20 | -2.65% | |
Vishay Intertechnology | US9282981086 | 4.28 | 16.36 | -1.68% | |
Tegna | US87901J1051 | 4.22 | 17.84 | -2.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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