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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1007 | 1104 | 1061 | 1512 | - |
Fund Return | 10.41% | 0.66% | 10.41% | 1.99% | 8.61% | - |
Place in category | 358 | 172 | 358 | 321 | 257 | - |
% in Category | 58 | 28 | 58 | 58 | 51 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.78B | 10.26 | 1.87 | 8.41 | ||
Delaware Emerging Markets Instl | 2.87B | 6.51 | -3.68 | 5.07 | ||
Delaware Small Cap Value Instl | 2.58B | 11.14 | 2.23 | 7.55 | ||
Optimum Large Cap Growth Instl | 2.13B | 32.31 | 6.85 | 13.72 | ||
Optimum Large Cap Value Instl | 1.85B | 13.64 | 5.48 | 8.27 |
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 | 16.43B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brinker | US1096411004 | 1.73 | 150.06 | -2.89% | |
Applied Industrial Technologies | US03820C1053 | 1.69 | 259.34 | -0.83% | |
Prestige Consumer Health | US74112D1019 | 1.50 | 76.76 | +0.04% | |
Summit Materials Inc | US86614U1007 | 1.47 | 52.21 | +0.02% | |
Federal Signal | US3138551086 | 1.44 | 99.27 | -2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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