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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1100 | 1282 | 1207 | 1422 | 1593 |
Fund Return | 16.88% | 10.02% | 28.16% | 6.48% | 7.29% | 4.77% |
Place in category | 7 | 10 | 8 | 17 | 34 | 21 |
% in Category | 8 | 22 | 11 | 32 | 71 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 527.59M | 11.42 | 2.55 | 7.51 | ||
Westcore Global LC Dividend Retail | 31.64M | 18.35 | 8.41 | 8.65 | ||
Westcore Global LC Dividend Inst | 5.16M | 18.42 | 8.55 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.11B | 9.45 | 4.93 | 5.92 | ||
DFA International Vector Equity I | 3.39B | 6.91 | 2.83 | 5.75 | ||
Free Market International Equity In | 3.13B | 8.25 | 3.71 | 4.97 | ||
Kopernik Global All-Cap I | 2.02B | 7.30 | 2.08 | 8.72 | ||
DFA World ex US Targeted Val Instl | 700.54M | 8.13 | 3.64 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marks & Spencer | GB0031274896 | 1.37 | 367.50 | +0.91% | |
Bper Banca | IT0000066123 | 1.13 | 6.070 | +1.40% | |
Kobe Steel | JP3289800009 | 1.10 | 1,613.5 | -1.04% | |
BAM Groep | NL0000337319 | 1.09 | 4.162 | +1.66% | |
Currys | GB00B4Y7R145 | 1.07 | 78.95 | +2.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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