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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1054 | 1181 | 1160 | 1628 | - |
Fund Return | 11.57% | 5.35% | 18.09% | 5.08% | 10.24% | - |
Place in category | 100 | 270 | 207 | 260 | 306 | - |
% in Category | 21 | 51 | 45 | 60 | 73 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.53B | 9.44 | 2.54 | 8.97 | ||
Delaware Emerging Markets Instl | 3.01B | 13.71 | -1.26 | 3.74 | ||
Delaware Small Cap Value Instl | 2.55B | 11.45 | 4.91 | 7.42 | ||
Optimum Large Cap Growth Instl | 1.98B | 21.72 | 4.18 | 13.08 | ||
Delaware Value Inst | 1.76B | 10.46 | 5.04 | 7.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21B | 11.48 | 6.71 | 8.78 | ||
DFA US Small Cap Value I | 16.21B | 9.38 | 10.05 | 8.51 | ||
DFA US Targeted Value I | 13.37B | 8.11 | 9.20 | 8.78 | ||
Vanguard Small Cap Value Index I | 6.06B | 11.47 | 6.72 | 8.79 | ||
Undiscovered Managers Behavioral V6 | 3.5B | 11.65 | 9.62 | 10.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hancock Whitney | US4101201097 | 1.82 | 50.73 | +2.26% | |
East West Bancorp | US27579R1041 | 1.79 | 82.92 | +2.43% | |
Webster Financial | US9478901096 | 1.70 | 45.64 | +2.61% | |
Stifel | US8606301021 | 1.68 | 95.85 | +1.15% | |
FNB | US3025201019 | 1.66 | 13.84 | +1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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