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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1035 | 1256 | 1171 | 1795 | 2304 |
Fund Return | 5.74% | 3.49% | 25.61% | 5.39% | 12.41% | 8.71% |
Place in category | 228 | 204 | 126 | 163 | 81 | 70 |
% in Category | 55 | 55 | 34 | 43 | 29 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.08B | 8.70 | 3.70 | 4.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 24.84 | - | - | |
DFA US Small Cap I | - | 14.89 | - | - | |
DFA US Micro Cap I | - | 14.75 | - | - | |
DFA US Large Cap Value III | - | 14.47 | - | - | |
iShares MSCI USA Value Factor ETF | - | 10.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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