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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1015 | 1325 | 1242 | 2122 | 2784 |
Fund Return | 8.19% | 1.53% | 32.52% | 7.48% | 16.24% | 10.78% |
Place in category | 99 | 358 | 40 | 45 | 13 | 8 |
% in Category | 24 | 88 | 11 | 14 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.33B | 7.36 | 4.27 | 9.71 | ||
Diamond Hill Large Cap Y | 2.88B | 7.45 | 4.41 | 9.85 | ||
Diamond Hill Long-Short I | 1.62B | 10.10 | 5.40 | 6.40 | ||
Diamond Hill Small-Mid Cap Y | 732.39M | 2.90 | 1.54 | 7.20 | ||
Diamond Hill Small-Mid Cap I | 721.3M | 2.86 | 1.42 | 7.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 14.1B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.98B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.19B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mr. Cooper | US62482R1077 | 8.23 | 82.61 | -0.89% | |
AIG | US0268747849 | 6.62 | 74.11 | -0.76% | |
Red Rock Resorts | US75700L1089 | 5.63 | 52.56 | +1.37% | |
WESCO | US95082P1057 | 5.10 | 174.63 | -1.91% | |
Ashland Global | US0441861046 | 5.07 | 97.38 | -2.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Neutral | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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