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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 964 | 1135 | 997 | 1129 | 1466 | 1659 |
Fund Return | -3.57% | 13.49% | -0.26% | 4.13% | 7.96% | 5.19% |
Place in category | 456 | 550 | 509 | 269 | 290 | 362 |
% in Category | 70 | 87 | 84 | 49 | 57 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cambiar Opportunity Inst | 279.41M | 7.94 | 6.24 | 10.05 | ||
Cambiar Opportunity Inv | 135M | 7.82 | 6.04 | 9.82 | ||
Cambiar International Equity Inv | 89.07M | 8.77 | -1.69 | 2.22 | ||
Cambiar International Equity Instl | 48.86M | 8.81 | -1.60 | 2.34 | ||
Cambiar Small Cap Inv | 24.82M | -3.60 | 3.94 | 5.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 12.37 | 4.36 | 9.64 | ||
Fidelity Small Cap Index Instl Pre | 27.45B | 11.21 | 1.97 | 8.93 | ||
Vanguard Small Cap Index I | 23.18B | 12.37 | 4.37 | 9.65 | ||
DFA US Small Cap I | 16.84B | 10.92 | 6.62 | 9.64 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 12.38 | 4.38 | 9.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Innovative Industrial Properties | US45781V1017 | 2.81 | 133.18 | +0.51% | |
Marcus & Millichap | US5663241090 | 2.71 | 37.71 | -0.58% | |
Envestnet | US29404K1060 | 2.51 | 62.73 | +0.02% | |
AMN Healthcare Services | US0017441017 | 2.46 | 41.01 | -3.32% | |
Texas Capital | US88224Q1076 | 2.45 | 79.02 | -1.89% |
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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