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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1035 | 1190 | 1309 | 1793 | 2625 |
Fund Return | 1.96% | 3.51% | 18.97% | 9.4% | 12.39% | 10.13% |
Place in category | 1088 | 836 | 212 | 64 | 51 | 71 |
% in Category | 88 | 64 | 18 | 6 | 7 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hotchkis & Wiley Small Cap Value I | 720.55M | 0.65 | 10.42 | 8.23 | ||
Hotchkis & Wiley Mid-Cap Value I | 302.09M | -1.18 | 9.47 | 6.49 | ||
Hotchkis & Wiley Large Cap Value I | 213.43M | 4.76 | 6.80 | 8.80 | ||
Hotchkis & Wiley Large Cap Value A | 132.25M | 2.68 | 9.21 | 8.71 | ||
Hotchkis & Wiley Mid-Cap Value A | 124.89M | -2.34 | 11.64 | 6.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Telefonaktiebolaget L M Ericsson ADR | - | 5.49 | - | - | |
F5 Inc | - | 4.88 | - | - | |
Arrow Electronics Inc | - | 4.44 | - | - | |
Elevance Health Inc | - | 3.48 | - | - | |
Siemens AG | DE0007236101 | 3.09 | 178.16 | +1.08% |
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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