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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1085 | 1336 | 1338 | 1748 | 2308 |
Fund Return | 19.27% | 8.49% | 33.55% | 10.19% | 11.82% | 8.72% |
Place in category | 168 | 200 | 131 | 125 | 168 | 154 |
% in Category | 32 | 46 | 24 | 33 | 42 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 807.07M | 2.52 | 6.83 | 10.39 | ||
Sterling Capital Equity Income A | 363.98M | 2.49 | 6.57 | 10.12 | ||
Sterling Capital Special Opps A | 238.77M | -2.19 | 8.54 | 10.33 | ||
Sterling Capital Stratton SmCp Val | 133.06M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 103.94M | 1.07 | -0.38 | 1.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.62B | -0.25 | 6.65 | 8.40 | ||
DFA US Small Cap Value I | 13.19B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 11.11B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 3.9B | -0.23 | 14.87 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jackson Financial Inc | - | 1.13 | - | - | |
Boise Cascad Llc | US09739D1000 | 1.04 | 95.44 | +0.86% | |
Mr. Cooper | US62482R1077 | 0.97 | 134.21 | +0.83% | |
Argan | US04010E1091 | 0.94 | 120.08 | -6.73% | |
SkyWest | US8308791024 | 0.93 | 80.23 | -5.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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