Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1143 | 1080 | 1333 | 1774 | 1654 | 2977 |
| Fund Return | 14.26% | 7.98% | 33.33% | 21.06% | 10.58% | 11.53% |
| Place in category | 86 | 26 | 64 | 42 | 46 | 50 |
| % in Category | 19 | 7 | 14 | 12 | 15 | 21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value | 682.7M | 12.68 | 17.77 | 9.12 | ||
| LSV Conservative Value Equity | 164.83M | 3.47 | 15.05 | 11.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 14.03B | 10.24 | 17.60 | 10.56 | ||
| JHancock Disciplined Value Mid Cap | 14.35B | 6.22 | 15.67 | 10.39 | ||
| Bridge Builder Small/Mid Cap Value | 10.36B | 11.24 | 17.27 | 10.19 | ||
| Victory Sycamore Established Value6 | 9.43B | 10.07 | 12.53 | 11.02 | ||
| MFS Mid Cap Value R6 | 9.48B | 8.10 | 14.98 | 10.26 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 2.23 | 359.91 | -0.36% | |
| Verizon | - | 1.88 | 42.56 | +1.36% | |
| Citigroup | - | 1.87 | 139.97 | -0.11% | |
| Bristol-Myers Squibb | - | 1.80 | 58.13 | +2.99% | |
| Merck&Co | - | 1.70 | 129.56 | +3.34% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Buy | Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review