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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1048 | 1258 | 1247 | 1926 | 2820 |
Fund Return | 5.12% | 4.75% | 25.82% | 7.62% | 14.01% | 10.92% |
Place in category | 54 | 128 | 17 | 36 | 7 | 7 |
% in Category | 15 | 31 | 6 | 13 | 3 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.63B | 5.35 | 4.01 | 9.69 | ||
Diamond Hill Large Cap Y | 3.14B | 5.41 | 4.14 | 9.82 | ||
Diamond Hill Long-Short I | 1.66B | 7.43 | 5.22 | 6.22 | ||
Diamond Hill Small-Mid Cap Y | 791.36M | 0.59 | 1.57 | 7.20 | ||
Diamond Hill Small-Mid Cap I | 779.71M | 0.55 | 1.45 | 7.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.43B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.31B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.57B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mr. Cooper | US62482R1077 | 8.23 | 84.36 | +0.17% | |
AIG | US0268747849 | 6.62 | 80.56 | +2.31% | |
Red Rock Resorts | US75700L1089 | 5.63 | 51.32 | -0.33% | |
WESCO | US95082P1057 | 5.10 | 185.05 | +1.71% | |
Ashland Global | US0441861046 | 5.07 | 100.08 | +1.48% |
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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