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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1034 | 1277 | 1276 | 1610 | 1686 |
Fund Return | 3.32% | 3.35% | 27.67% | 8.47% | 9.99% | 5.37% |
Place in category | 33 | 114 | 25 | 22 | 68 | 281 |
% in Category | 8 | 27 | 6 | 6 | 22 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 328.6M | 2.94 | 2.21 | 2.75 | ||
James Balanced: Golden Rainbow Inst | 94.67M | 3.06 | 2.47 | 3.01 |
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 | 15.75B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.14B | -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 | 3.24B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Encore Wire Corp | - | 3.83 | - | - | |
Deckers Outdoor Corp | - | 3.13 | - | - | |
Evercore Inc Class A | - | 3.00 | - | - | |
Piper Sandler Cos | - | 2.80 | - | - | |
PC Connection Inc | - | 2.67 | - | - |
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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