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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 968 | 1003 | 1090 | 992 | 1342 | 2059 |
Fund Return | -3.23% | 0.35% | 8.97% | -0.28% | 6.06% | 7.49% |
Place in category | 388 | 395 | 428 | 389 | 330 | 96 |
% in Category | 75 | 77 | 89 | 85 | 79 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.93B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.35B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.29B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Granite Construction Inc | - | 1.53 | - | - | |
SM Energy Co | - | 1.42 | - | - | |
Permian Resources Corp Class A | - | 1.40 | - | - | |
Taylor Morrison Home Corp | - | 1.38 | - | - | |
Verint Systems Inc | - | 1.33 | - | - |
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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