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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1088 | 1077 | 1416 | 1656 | 2148 |
Fund Return | -1.05% | 8.77% | 7.67% | 12.3% | 10.61% | 7.94% |
Place in category | 322 | 421 | 231 | 14 | 53 | 71 |
% in Category | 65 | 82 | 52 | 4 | 18 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 716.94M | 0.65 | 10.42 | 8.23 | ||
Hotchkis & Wiley Value Opps Instl | 476.29M | 1.96 | 9.40 | 10.13 | ||
Hotchkis & Wiley Mid-Cap Value I | 298.35M | -1.18 | 9.47 | 6.49 | ||
Hotchkis & Wiley Large Cap Value I | 209.69M | 4.76 | 6.80 | 8.80 | ||
Hotchkis & Wiley Large Cap Value A | 130.07M | 2.68 | 9.21 | 8.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.66B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.05B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.23B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
F5 Networks | US3156161024 | 5.64 | 168.23 | -0.07% | |
Stagwell Inc Ordinary Shares - Class A | - | 4.64 | - | - | |
Popular | PR7331747001 | 4.29 | 87.44 | -1.31% | |
SLM | US78442P1066 | 3.89 | 20.54 | +0.15% | |
Arrow Electronics | US0427351004 | 3.85 | 128.58 | -1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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