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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1073 | 1218 | 1180 | 1906 | 1752 |
Fund Return | 7.34% | 7.34% | 21.84% | 5.67% | 13.77% | 5.77% |
Place in category | 54 | 54 | 151 | 197 | 29 | 287 |
% in Category | 16 | 16 | 37 | 51 | 12 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridgeway Omni Small-Cap Value N | 1.21B | 1.00 | 9.35 | 7.81 | ||
Bridgeway Aggressive Investors 1 | 174.3M | 16.48 | 7.25 | 7.33 | ||
Bridgeway Ultra-Small Company Marke | 175.21M | -2.03 | -4.01 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 7.13 | 7.31 | 8.87 | ||
DFA US Small Cap Value I | 15.23B | 4.98 | 10.01 | 8.39 | ||
DFA US Targeted Value I | 12.86B | 4.63 | 9.72 | 8.77 | ||
Vanguard Small Cap Value Index I | 5.99B | 7.13 | 7.32 | 8.89 | ||
Victory Sycamore Small Company OppI | 3.18B | 3.84 | 5.47 | 9.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OPTIMIZERx | US68401U2042 | 2.06 | 10.12 | +15.00% | |
Ventyx Biosciences Inc | - | 2.03 | - | - | |
Douglas Elliman Inc | - | 1.99 | - | - | |
Nkarta | US65487U1088 | 1.90 | 6.87 | +0.73% | |
Security National Financial | US8147853092 | 1.85 | 6.720 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Sell | Sell | Neutral |
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