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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1045 | 1183 | 1218 | 1595 | 2324 |
Fund Return | 4.76% | 4.53% | 18.34% | 6.8% | 9.79% | 8.8% |
Place in category | 613 | 492 | 252 | 408 | 368 | 317 |
% in Category | 45 | 36 | 22 | 37 | 37 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 719.63M | 0.65 | 10.42 | 8.23 | ||
Hotchkis & Wiley Value Opps Instl | 480.33M | 1.96 | 9.40 | 10.13 | ||
Hotchkis & Wiley Mid-Cap Value I | 297.45M | -1.18 | 9.47 | 6.49 | ||
Hotchkis & Wiley Large Cap Value A | 132.4M | 2.68 | 9.21 | 8.71 | ||
Hotchkis & Wiley Mid-Cap Value A | 124.73M | -2.34 | 11.64 | 6.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.4B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup Inc | - | 4.22 | - | - | |
Wells Fargo & Co | - | 3.98 | - | - | |
F5 Inc | - | 3.76 | - | - | |
General Motors Co | - | 3.64 | - | - | |
APA Corp | - | 3.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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