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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 992 | 1098 | 1159 | 1559 | 2043 |
Fund Return | 9.79% | -0.77% | 9.79% | 5.05% | 9.29% | 7.41% |
Place in category | 213 | 316 | 213 | 157 | 165 | 177 |
% in Category | 41 | 65 | 41 | 41 | 43 | 51 |
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 | US46817M1071 | 1.07 | 70.35 | -7.43% | |
Mr. Cooper | US62482R1077 | 1.03 | 134.21 | +0.83% | |
Boise Cascad Llc | US09739D1000 | 0.90 | 95.44 | +0.86% | |
Old National Bancorp | US6800331075 | 0.90 | 17.97 | -4.31% | |
SkyWest | US8308791024 | 0.88 | 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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