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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 950 | 1238 | 1104 | 1473 | 2271 |
Fund Return | 3.25% | -5.03% | 23.84% | 3.35% | 8.05% | 8.55% |
Place in category | 564 | 563 | 545 | 177 | 399 | 116 |
% in Category | 93 | 92 | 92 | 35 | 79 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Invmt | 1.43B | 15.25 | 8.34 | 9.76 | ||
Royce Premier Invmt | 998.15M | 12.07 | 7.01 | 9.43 | ||
Royce Opportunity Invmt | 812.48M | 16.88 | 6.44 | 10.75 | ||
Royce Total Return Invmt | 630.44M | 16.42 | 9.69 | 9.01 | ||
Royce Special Equity Invmt | 490.44M | 8.80 | 5.80 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.62B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arcosa | US0396531008 | 3.29 | 100.02 | +1.62% | |
FirstService | CA33767E2024 | 3.08 | 184.48 | +0.42% | |
Colliers International | CA1946931070 | 3.01 | 196.87 | +1.41% | |
Stella-Jones Inc. | CA85853F1053 | 2.98 | 70.67 | -0.06% | |
SEI | US7841171033 | 2.97 | 84.46 | +1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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