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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 947 | 984 | 1191 | 1204 | 1602 | 2038 |
Fund Return | -5.31% | -1.64% | 19.13% | 6.37% | 9.88% | 7.38% |
Place in category | 458 | 469 | 83 | 43 | 69 | 106 |
% in Category | 90 | 93 | 23 | 13 | 22 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridgeway Ultra-Small Company Marke | 180.49M | -2.03 | -4.01 | 4.97 | ||
Bridgeway Aggressive Investors 1 | 177.33M | 10.36 | 3.65 | 6.77 | ||
Bridgeway Ultra-Small Company | 82.97M | -1.33 | 1.83 | 5.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.68B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.2B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
M/I Homes | US55305B1017 | 0.95 | 127.45 | +3.42% | |
Patrick | US7033431039 | 0.82 | 116.84 | +3.39% | |
Xerox | US98421M1062 | 0.78 | 13.82 | +1.32% | |
ODP | US88337F1057 | 0.76 | 41.18 | -1.39% | |
Pactiv Evergreen | US69526K1051 | 0.76 | 13.53 | +1.35% |
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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