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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1042 | 1160 | 1072 | 1337 | 2013 |
Fund Return | 4.04% | 4.17% | 15.97% | 2.33% | 5.98% | 7.25% |
Place in category | 96 | 189 | 118 | 330 | 325 | 187 |
% in Category | 24 | 45 | 34 | 83 | 88 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap I | 5.39B | 5.35 | 4.01 | 9.69 | ||
Diamond Hill Large Cap Y | 2.88B | 5.41 | 4.14 | 9.82 | ||
Diamond Hill Long-Short I | 1.66B | 7.43 | 5.22 | 6.22 | ||
Diamond Hill Small-Mid Cap Y | 770.92M | 0.59 | 1.57 | 7.20 | ||
Diamond Hill Small-Mid Cap I | 691.25M | 0.55 | 1.45 | 7.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.12B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.04B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.43B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Red Rock Resorts | US75700L1089 | 4.95 | 51.25 | +3.06% | |
WESCO | US95082P1057 | 4.74 | 179.39 | +0.30% | |
Post | US7374461041 | 4.36 | 106.60 | +3.33% | |
AIG | US0268747849 | 3.96 | 78.82 | +0.73% | |
Regal Beloit | US7587501039 | 3.62 | 149.50 | +1.94% |
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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