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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1189 | 1135 | 1333 | 968 | 1347 | 3048 |
Fund Return | 18.9% | 13.46% | 33.26% | -1.09% | 6.14% | 11.79% |
Place in category | 229 | 201 | 156 | 335 | 304 | 91 |
% in Category | 58 | 49 | 41 | 89 | 97 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.49B | 28.13 | 11.66 | 15.63 | ||
GB00B88MP089 | 759.32M | 3.47 | 11.17 | 7.30 | ||
JPM Equity Income C Net Income | 762.29M | 14.65 | 9.14 | 9.99 | ||
GB00B8DB5B19 | 762.29M | 14.65 | 9.06 | 10.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Fundg | 4.99B | 16.48 | 7.03 | 14.00 | ||
GB00B8358Z89 | 407.38M | 17.68 | 9.00 | 13.92 | ||
GB00BMMV5766 | 1.03B | 15.08 | 0.89 | 13.97 | ||
Schroder US Smaller Comp Z Acc | 783.32M | 18.28 | 5.98 | 11.00 | ||
Schroder US Smaller Comp Z Inc | 783.32M | 18.22 | 5.96 | 10.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Applied Industrial Technologies | US03820C1053 | 1.92 | 240.58 | -1.18% | |
FTAI Aviation | KYG3730V1059 | 1.72 | 133.49 | +1.79% | |
Vaxcyte | US92243G1085 | 1.64 | 86.53 | +0.37% | |
Casella | US1474481041 | 1.50 | 105.97 | +0.55% | |
Halozyme | US40637H1095 | 1.38 | 46.96 | -0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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