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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1095 | 1249 | 1200 | 1641 | 2406 |
Fund Return | 11.28% | 9.51% | 24.89% | 6.26% | 10.42% | 9.18% |
Place in category | 106 | 112 | 166 | 188 | 216 | 75 |
% in Category | 24 | 28 | 35 | 49 | 54 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.77B | 9.70 | 5.90 | 5.54 | ||
Templeton Growth R6 | 293.96M | 9.79 | 6.09 | 4.43 | ||
Templeton Growth A | 8.17B | 9.55 | 5.76 | 4.09 | ||
Templeton Growth Adv | 196.05M | 9.77 | 6.04 | 4.35 | ||
Templeton Growth R | 53.43M | 9.37 | 5.50 | 3.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.28B | 13.26 | 8.22 | 9.58 | ||
DFA US Small Cap Value I | 16.59B | 9.42 | 10.37 | 9.30 | ||
DFA US Targeted Value I | 13.67B | 8.30 | 9.68 | 9.47 | ||
Vanguard Small Cap Value Index I | 6.15B | 13.27 | 8.23 | 9.59 | ||
Undiscovered Managers Behavioral V6 | 3.55B | 10.71 | 10.41 | 10.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ACI Worldwide | US0044981019 | 3.54 | 52.63 | -0.06% | |
Qinetiq | GB00B0WMWD03 | 3.29 | 455.60 | +0.13% | |
South State | US8404411097 | 2.88 | 101.54 | +1.18% | |
Mueller Water Products | US6247581084 | 2.79 | 22.90 | -0.04% | |
Columbia Banking System Inc | - | 2.72 | - | - |
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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