Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1028 | 1010 | 1090 | 970 | 1065 | 1624 |
| Fund Return | 2.76% | 1.04% | 9.02% | -1% | 1.26% | 4.97% |
| Place in category | 423 | 614 | 597 | 582 | 561 | 402 |
| % in Category | 63 | 97 | 97 | 99 | 100 | 99 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| First Trust/Dow Jones DividendIncom | 756.67M | 3.71 | 7.65 | 6.28 | ||
| First Trust Preferred Sec & Inc I | 149.63M | 8.79 | 9.51 | 5.26 | ||
| First Trust/Confluence Small Cap Vi | 11.65M | 2.82 | -0.76 | 5.74 | ||
| First Trust/Confluence Small Cap Va | 1.33M | -2.54 | 2.15 | 5.13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Adm | 58.3B | 7.20 | 12.45 | 9.99 | ||
| Fidelity Small Cap Index Instl Pre | 29.03B | 12.50 | 12.11 | 9.51 | ||
| Vanguard Small Cap Index I | 22.38B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 17.23B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 7.22 | 12.47 | 10.01 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Baldwin Insurance | US05589G1022 | 5.26 | 22.78 | -9.06% | |
| Hagerty Inc Ordinary Shares - Class A | - | 4.71 | - | - | |
| Sapiens | KYG7T16G1039 | 4.15 | 43.28 | -0.09% | |
| RBC Bearings | US75524B1044 | 3.92 | 443.51 | +0.02% | |
| Gates Industrial Corp | GB00BD9G2S12 | 3.92 | 21.61 | -1.05% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Sell | Strong Sell |
| Technical Indicators | BUY | Neutral | Strong Sell |
| Summary | Neutral | Neutral | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review