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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 985 | 1307 | 1123 | 1504 | 2097 |
Fund Return | 10.99% | -1.49% | 30.66% | 3.93% | 8.51% | 7.69% |
Place in category | 5 | 7 | 17 | 18 | 32 | 23 |
% in Category | 16 | 22 | 26 | 56 | 73 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 6.07B | 7.75 | 1.32 | 8.49 | ||
Delaware Emerging Markets Instl | 2.76B | 11.81 | -1.62 | 4.44 | ||
Delaware Small Cap Value Instl | 2.75B | 10.86 | 3.85 | 7.64 | ||
Optimum Large Cap Growth Instl | 2.09B | 23.46 | 4.11 | 13.13 | ||
Optimum Large Cap Value Instl | 1.9B | 15.22 | 6.84 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.97B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.94B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.65B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.86B | 9.47 | 8.57 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MasTec | US5763231090 | 1.86 | 144.55 | -2.29% | |
Hancock Whitney | US4101201097 | 1.73 | 59.94 | -0.66% | |
ITT | US45073V1089 | 1.72 | 155.60 | -1.96% | |
East West Bancorp | US27579R1041 | 1.71 | 110.05 | +0.18% | |
Stifel | US8606301021 | 1.65 | 116.28 | -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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