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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1219 | 1107 | 1219 | 1250 | 1617 | 2006 |
Fund Return | 21.87% | 10.72% | 21.87% | 7.73% | 10.09% | 7.21% |
Place in category | 96 | 201 | 96 | 40 | 193 | 106 |
% in Category | 30 | 52 | 30 | 15 | 64 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 496.33M | 11.79 | 3.04 | 7.45 | ||
Segall Bryant & Hamill Intl Sm Cp I | 70.06M | 13.84 | 3.89 | 3.98 | ||
Westcore Global LC Dividend Retail | 31.35M | 10.29 | 6.62 | 7.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 59.31B | 13.77 | 5.01 | 7.93 | ||
American Funds Capital World Gr R6 | 36.76B | 14.01 | 5.36 | 8.29 | ||
Templeton Growth Adv | 197.94M | 10.12 | 5.10 | 4.03 | ||
Templeton Growth R | 54.06M | 9.76 | 4.56 | 3.51 | ||
Templeton Growth R6 | 297.05M | 10.14 | 5.14 | 4.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 428.02 | -0.76% | |
Apple | US0378331005 | 2.81 | 227.79 | +0.12% | |
Visa A | US92826C8394 | 2.78 | 275.17 | +1.28% | |
Quanta Services | US74762E1029 | 2.54 | 296.74 | +0.13% | |
JPMorgan | US46625H1005 | 2.47 | 210.50 | +0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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