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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1052 | 1268 | 1275 | 1874 | 3148 |
Fund Return | 5.08% | 5.23% | 26.8% | 8.44% | 13.38% | 12.15% |
Place in category | 11 | 27 | 6 | 4 | 3 | 1 |
% in Category | 2 | 5 | 2 | 1 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FullerThaler Behavioral Small Cap i | 6.61B | 5.05 | 8.33 | 12.02 | ||
FullerThaler Behavioral Small Capin | 540.78M | 4.94 | 8.01 | 11.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 14.92B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank Ozk | US06417N1037 | 2.89 | 48.50 | +1.38% | |
EMCOR | US29084Q1004 | 2.73 | 378.58 | +0.80% | |
Comfort Systems | US1999081045 | 2.61 | 316.63 | -1.55% | |
Acuity Brands | US00508Y1029 | 2.29 | 259.46 | -1.66% | |
Commercial Metals | US2017231034 | 2.16 | 57.60 | -0.47% |
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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