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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1219 | 1107 | 1219 | 1250 | 1617 | 2006 |
Fund Return | 21.87% | 10.72% | 21.87% | 7.73% | 10.09% | 7.21% |
Place in category | 96 | 201 | 96 | 40 | 193 | 106 |
% in Category | 30 | 52 | 30 | 15 | 64 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 525.68M | -1.52 | -2.20 | 6.59 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.86B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.41B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 415.13 | +0.23% | |
Apple | US0378331005 | 2.81 | 192.25 | +0.54% | |
Visa A | US92826C8394 | 2.78 | 272.46 | +0.43% | |
Quanta Services | US74762E1029 | 2.54 | 275.94 | -1.37% | |
JPMorgan | US46625H1005 | 2.47 | 202.63 | +1.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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