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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 995 | 1112 | 1117 | 1579 | 2191 |
Fund Return | 11.16% | -0.49% | 11.16% | 3.77% | 9.57% | 8.16% |
Place in category | 284 | 351 | 284 | 160 | 176 | 174 |
% in Category | 48 | 57 | 48 | 29 | 35 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 698.88M | 22.83 | 7.81 | 12.19 | ||
SA US Value | 561.07M | 11.39 | 5.25 | 7.96 | ||
SA International Value | 544.61M | 5.49 | 5.76 | 4.76 | ||
SA International Small Company | 244.47M | 6.19 | 1.31 | 5.36 | ||
SA Emerging Markets Value | 193.4M | 7.11 | 4.42 | 3.06 |
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 | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.84B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jefferies Financial | US47233W1099 | 0.54 | 77.35 | +2.18% | |
Tenet Healthcare | US88033G4073 | 0.43 | 143.35 | +2.86% | |
Ciena Corp | US1717793095 | 0.42 | 84.70 | +4.11% | |
Toll Brothers | US8894781033 | 0.42 | 141.00 | +3.84% | |
DaVita | US23918K1088 | 0.41 | 177.42 | +2.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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