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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1087 | 1087 | 1383 | 2287 | 2481 |
Fund Return | 3.25% | 8.66% | 8.69% | 11.41% | 17.99% | 9.51% |
Place in category | 35 | 8 | 432 | 9 | 3 | 11 |
% in Category | 9 | 2 | 90 | 2 | 2 | 5 |
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 | 16.27B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.24B | -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 | 3.28B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Intl Petroleum | CA46016U1084 | 5.95 | 18.80 | +3.30% | |
MEG Energy Corp | CA5527041084 | 5.30 | 29.49 | +0.27% | |
Amerigo Resources | CA03074G1090 | 5.15 | 1.91 | -1.04% | |
Kenmare Resources | IE00BDC5DG00 | 4.79 | 358.99 | +1.84% | |
Interfor Corp | CA45868C1095 | 4.75 | 18.45 | -0.38% |
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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