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Value funds invest in securities that are deemed to be undervalued on the basis of fundamental characteristics. There could be many types of value funds, including small-value...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 996 | 1099 | 1234 | 1703 | 2470 |
Fund Return | 9.87% | -0.44% | 9.87% | 7.26% | 11.23% | 9.46% |
Place in category | 207 | 261 | 207 | 60 | 64 | 27 |
% in Category | 40 | 55 | 40 | 17 | 20 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.9B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.49B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 23.2B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 17.92B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.38B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.99B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 14.09B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.23B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.98B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KeyCorp | US4932671088 | 4.02 | 17.67 | +0.11% | |
Citizens Financial Group Inc | US1746101054 | 3.44 | 47.62 | +0.57% | |
Old National Bancorp | US6800331075 | 3.18 | 23.50 | -0.34% | |
FNB | US3025201019 | 2.76 | 15.73 | +0.35% | |
Graphic Packaging | US3886891015 | 2.60 | 27.98 | +0.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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