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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 1022 | 1125 | 1031 | 1480 | 2040 |
Fund Return | -0.83% | 2.2% | 12.45% | 1.01% | 8.15% | 7.39% |
Place in category | 208 | 176 | 348 | 318 | 166 | 104 |
% in Category | 43 | 37 | 74 | 74 | 45 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth R6 | 296.8M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.31B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.84M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.79M | 3.29 | 2.29 | 2.92 |
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 | 15.67B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.17B | -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 % | |
---|---|---|---|---|---|
ACI Worldwide Inc | - | 3.51 | - | - | |
Crescent Point Energy Corp | - | 3.39 | - | - | |
Glanbia PLC | IE0000669501 | 2.76 | 18.19 | -0.44% | |
SouthState Corp | - | 2.63 | - | - | |
Regal Rexnord Corp | - | 2.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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