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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1118 | 1074 | 1059 | 1385 | 1926 |
Fund Return | 2.9% | 11.8% | 7.45% | 1.94% | 6.72% | 6.78% |
Place in category | 186 | 443 | 413 | 347 | 421 | 270 |
% in Category | 29 | 70 | 70 | 65 | 79 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lazard Global Listed Infrastructur | 8.46B | 0.24 | 7.29 | 8.80 | ||
Lazard International Strategic Eq I | 3.57B | 0.65 | -1.10 | 3.67 | ||
Lazard Emerging Markets Equity Inst | 2.48B | 3.09 | 2.16 | 2.59 | ||
Lazard International Equity Instl | 930.61M | 2.54 | 0.89 | 3.40 | ||
Lazard Global Listed Infrastructure | 279M | 0.78 | 10.57 | 8.79 |
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 | 25.92B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.32B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wintrust | US97650W1080 | 2.17 | 94.92 | +0.33% | |
Home BancShares | US4368932004 | 2.10 | 23.30 | +1.70% | |
Commerce Bancshares | US2005251036 | 2.10 | 54.23 | +0.09% | |
NewJersey Resources | US6460251068 | 1.92 | 43.97 | -1.39% | |
Antero Resources Corp | US03674X1063 | 1.84 | 34.42 | +2.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Buy |
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