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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1102 | 1126 | 1303 | 1611 | 2304 |
Fund Return | 2.68% | 10.16% | 12.64% | 9.21% | 10% | 8.71% |
Place in category | 932 | 439 | 740 | 625 | 483 | 385 |
% in Category | 72 | 35 | 61 | 53 | 47 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 701.89M | 3.05 | 9.79 | 8.20 | ||
Hotchkis & Wiley Value Opps Instl | 477.82M | 6.89 | 9.73 | 10.53 | ||
Hotchkis & Wiley Mid-Cap Value I | 294.8M | 2.92 | 9.30 | 6.60 | ||
Hotchkis & Wiley Large Cap Value I | 210.03M | 4.76 | 6.80 | 8.80 | ||
Hotchkis & Wiley Mid-Cap Value A | 125.36M | -2.34 | 11.64 | 6.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.05B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 4.21 | 62.17 | +0.37% | |
Wells Fargo&Co | US9497461015 | 3.93 | 58.45 | +1.24% | |
F5 Networks | US3156161024 | 3.90 | 166.30 | +0.32% | |
Elevance Health | US0367521038 | 3.71 | 539.69 | -0.25% | |
General Motors | US37045V1008 | 3.33 | 45.84 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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