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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 964 | 1135 | 997 | 1129 | 1466 | 1659 |
Fund Return | -3.57% | 13.49% | -0.26% | 4.13% | 7.96% | 5.19% |
Place in category | 456 | 550 | 509 | 269 | 290 | 362 |
% in Category | 70 | 87 | 84 | 49 | 57 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cambiar Opportunity Inst | 274.54M | 7.94 | 6.24 | 10.05 | ||
Cambiar Opportunity Inv | 133M | 7.82 | 6.04 | 9.82 | ||
Cambiar International Equity Inv | 91.98M | 8.77 | -1.69 | 2.22 | ||
Cambiar International Equity Instl | 50.69M | 8.81 | -1.60 | 2.34 | ||
Cambiar Small Cap Inv | 24.55M | -3.60 | 3.94 | 5.00 |
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 | 16.54B | 9.96 | 5.52 | 8.94 | ||
Vanguard Small Cap Index InstlPlus | 11.19B | 10.20 | 2.61 | 8.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innovative Industrial Properties | US45781V1017 | 2.81 | 135.82 | +0.25% | |
Marcus & Millichap | US5663241090 | 2.71 | 39.56 | -1.37% | |
Envestnet | US29404K1060 | 2.51 | 62.61 | +0.13% | |
AMN Healthcare Services | US0017441017 | 2.46 | 42.57 | -0.14% | |
Texas Capital | US88224Q1076 | 2.45 | 70.47 | -0.34% |
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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