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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 1004 | 1131 | 1056 | 1748 | 1660 |
Fund Return | -1.33% | 0.43% | 13.14% | 1.83% | 11.82% | 5.2% |
Place in category | 271 | 387 | 327 | 255 | 24 | 291 |
% in Category | 53 | 76 | 70 | 62 | 10 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridgeway Omni Small-Cap Value N | 1.24B | -5.31 | 6.37 | 7.38 | ||
Bridgeway Ultra-Small Company Marke | 180.49M | -2.03 | -4.01 | 4.97 | ||
Bridgeway Aggressive Investors 1 | 177.33M | 10.36 | 3.65 | 6.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.68B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.2B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OPTIMIZERx | US68401U2042 | 2.06 | 10.54 | -2.50% | |
Ventyx Biosciences Inc | - | 2.03 | - | - | |
Douglas Elliman Inc | - | 1.99 | - | - | |
Nkarta | US65487U1088 | 1.90 | 6.58 | +5.28% | |
Security National Financial | US8147853092 | 1.85 | 6.660 | -1.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Sell | Neutral |
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