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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1026 | 1120 | 936 | 1237 | 1894 |
Fund Return | -1.52% | 2.56% | 12.04% | -2.2% | 4.35% | 6.59% |
Place in category | 368 | 225 | 412 | 462 | 495 | 286 |
% in Category | 56 | 35 | 70 | 81 | 91 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant & Hamill Intl Sm Cp I | 66.5M | 2.52 | 1.40 | 2.90 | ||
Westcore Global LC Dividend Retail | 29.66M | 4.17 | 5.52 | 7.08 | ||
Westcore Global LC Dividend Inst | 4.52M | 21.87 | 7.73 | 7.21 |
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 | 15.65B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equity Commonwealth | US2946281027 | 3.79 | 19.31 | +0.63% | |
SPX Corp | US78473E1038 | 2.63 | 139.27 | +0.06% | |
Rev Group | US7495271071 | 2.48 | 27.41 | +3.43% | |
AZZ | US0024741045 | 2.36 | 83.73 | -2.02% | |
Belden | US0774541066 | 2.28 | 95.74 | +0.28% |
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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