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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 1316 | 1204 | 1447 | 1992 | 3605 |
Fund Return | 20.39% | 31.59% | 20.39% | 13.1% | 14.78% | 13.68% |
Place in category | - | - | - | - | - | - |
% in Category | 11 | 16 | 11 | 3 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Russell 1000 Index M | 1.29B | 18.65 | 8.35 | 12.69 | ||
BlackRock Russell 2000 Value F | 1.16B | 9.12 | 3.05 | 7.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.65B | 10.19 | 2.59 | 8.83 | ||
Fidelity Small Cap Index Instl Pre | 27.28B | 10.45 | 0.72 | 8.18 | ||
Vanguard Small Cap Index I | 22.65B | 10.20 | 2.60 | 8.84 | ||
DFA US Small Cap I | 16.51B | 9.96 | 5.52 | 8.94 | ||
Vanguard Small Cap Index InstlPlus | 11.19B | 10.20 | 2.61 | 8.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EastGroup Properties Inc | - | 1.48 | - | - | |
EMCOR Group Inc | - | 1.48 | - | - | |
Lattice Semiconductor Corp | - | 1.39 | - | - | |
Builders FirstSource Inc | - | 1.24 | - | - | |
SiteOne Landscape Supply Inc | - | 1.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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