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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1020 | 1162 | 1175 | 1465 | 1982 |
Fund Return | 4.17% | 2% | 16.23% | 5.52% | 7.93% | 7.08% |
Place in category | 166 | 289 | 147 | 56 | 174 | 126 |
% in Category | 41 | 79 | 41 | 19 | 60 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 500.41M | 3.33 | -0.79 | 7.07 | ||
Segall Bryant & Hamill Intl Sm Cp I | 64.02M | 8.41 | 2.32 | 3.46 | ||
Westcore Global LC Dividend Inst | 4.45M | 21.87 | 7.73 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.26B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.83B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 189.13M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 53.98M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 292.88M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.61 | - | - | |
Visa Inc Class A | - | 2.93 | - | - | |
JPMorgan Chase & Co | - | 2.81 | - | - | |
Parker Hannifin Corp | - | 2.61 | - | - | |
Marvell Technology Inc | - | 2.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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