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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1043 | 1208 | 1346 | 1714 | 2205 |
Fund Return | 0.65% | 4.26% | 20.75% | 10.42% | 11.38% | 8.23% |
Place in category | 113 | 78 | 63 | 11 | 33 | 53 |
% in Category | 27 | 17 | 17 | 3 | 13 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 I | 213.41M | 4.76 | 6.80 | 8.80 | ||
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 16.27B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.24B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.28B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
F5 Inc | - | 5.41 | - | - | |
Arrow Electronics Inc | - | 4.68 | - | - | |
Stagwell Inc Ordinary Shares - Class A | - | 4.12 | - | - | |
Popular Inc | - | 3.59 | - | - | |
Ecovyst Inc | - | 3.56 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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