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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1034 | 1153 | 1034 | 1600 | 2373 |
Fund Return | -1.13% | 3.45% | 15.26% | 1.11% | 9.86% | 9.03% |
Place in category | - | - | - | - | - | - |
% in Category | 47 | 25 | 53 | 73 | 23 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 4.23B | 7.47 | 0.59 | 11.21 | ||
Artisan Global Opportunity Trust T3 | 4.23B | 7.50 | 0.70 | 11.33 | ||
Macquarie SMID Cap Growth Collectiv | 42.75M | -5.57 | -17.46 | 7.05 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.79M | -1.13 | 4.73 | 4.52 | ||
Ivy Investments Intl Core Eq CIT 2 | 11.51M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.68B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.2B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Graphic Packaging Holding Co | - | 2.80 | - | - | |
ChampionX Corp | - | 2.54 | - | - | |
Old National Bancorp | - | 2.52 | - | - | |
F N B Corp | - | 2.29 | - | - | |
Evertec Inc | - | 2.18 | - | - |
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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