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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 990 | 1023 | 1107 | 1073 | 1517 | 2381 |
Fund Return | -1.02% | 2.28% | 10.68% | 2.39% | 8.7% | 9.06% |
Place in category | 218 | 170 | 391 | 210 | 112 | 23 |
% in Category | 45 | 36 | 83 | 55 | 32 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.1B | 4.68 | 5.60 | 9.02 | ||
MFS Value R6 | 20.78B | 4.72 | 5.72 | 9.13 | ||
MFS Growth R6 | 17.64B | 10.93 | 6.02 | 14.42 | ||
MFS Intl Diversification I | 15.16B | 2.03 | -0.12 | 5.56 | ||
MFS Instl International Equity | 15.13B | 1.34 | 4.16 | 6.28 |
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 % | |
---|---|---|---|---|---|
Nomad Foods | VGG6564A1057 | 1.64 | 18.88 | -1.05% | |
LKQ Corp | - | 1.45 | - | - | |
ACI Worldwide Inc | - | 1.37 | - | - | |
Air Lease | US00912X3026 | 1.35 | 48.89 | -0.43% | |
PVH | US6936561009 | 1.30 | 113.53 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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