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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1012 | 1194 | 1046 | 1390 | 1792 |
Fund Return | 1.5% | 1.19% | 19.45% | 1.51% | 6.8% | 6% |
Place in category | 363 | 428 | 384 | 330 | 412 | 265 |
% in Category | 69 | 85 | 80 | 74 | 98 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Berwyn Income | 277.34M | 2.75 | 0.47 | 2.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 14.96B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.44B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.09B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Kemper Corp | - | 2.14 | - | - | |
ChampionX Corp | - | 2.02 | - | - | |
Selective Insurance Group Inc | - | 2.02 | - | - | |
PNM Resources Inc | - | 1.90 | - | - | |
Ichor Holdings Ltd | - | 1.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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