
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1023 | 1261 | 1255 | 1585 | 2283 |
Fund Return | 20.99% | 2.33% | 26.13% | 7.86% | 9.65% | 8.61% |
Place in category | 74 | 172 | 98 | 95 | 168 | 86 |
% in Category | 24 | 57 | 33 | 34 | 60 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 497.11M | 2.69 | 5.46 | 8.07 | ||
Segall Bryant & Hamill Intl Sm Cp I | 67.46M | 7.77 | 3.13 | 4.27 | ||
Westcore Global LC Dividend Retail | 31.07M | 20.87 | 7.72 | 8.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.61B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 8B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.87 | 414.77 | +1.25% | |
ServiceNow Inc | US81762P1021 | 2.85 | 987.14 | -1.04% | |
JPMorgan | US46625H1005 | 2.78 | 279.25 | -0.25% | |
Marvell | US5738741041 | 2.76 | 111.04 | +3.50% | |
Visa A | US92826C8394 | 2.70 | 355.23 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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