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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1183 | 1073 | 1311 | 1274 | 1619 | 2293 |
Fund Return | 18.35% | 7.31% | 31.08% | 8.41% | 10.12% | 8.65% |
Place in category | 95 | 119 | 110 | 90 | 180 | 102 |
% in Category | 27 | 32 | 32 | 29 | 63 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 527.59M | 11.42 | 2.55 | 7.51 | ||
Segall Bryant & Hamill Intl Sm Cp I | 64.98M | 16.88 | 6.48 | 4.77 | ||
Westcore Global LC Dividend Inst | 5.16M | 18.42 | 8.55 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.11B | 13.45 | 4.80 | 7.98 | ||
American Funds Capital World Gr R6 | 36.42B | 13.75 | 5.15 | 8.34 | ||
Templeton Growth Adv | 194.73M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 53.03M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 291.89M | 6.83 | 4.60 | 4.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.99 | 425.20 | +0.51% | |
ServiceNow Inc | US81762P1021 | 2.66 | 1,045.55 | -0.26% | |
JPMorgan | US46625H1005 | 2.58 | 241.16 | +0.67% | |
Constellation Software | CA21037X1006 | 2.53 | 4,572.98 | +1.85% | |
Visa A | US92826C8394 | 2.49 | 309.48 | -0.12% |
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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