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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 978 | 1013 | 1134 | 1023 | 1241 | 1728 |
Fund Return | -2.23% | 1.29% | 13.38% | 0.75% | 4.41% | 5.62% |
Place in category | 307 | 315 | 320 | 338 | 405 | 265 |
% in Category | 61 | 59 | 69 | 77 | 97 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Berwyn Income | 279.68M | 0.16 | -0.10 | 2.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.18B | 0.67 | 3.69 | 8.32 | ||
DFA US Small Cap Value I | 15.75B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.14B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.42B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.24B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Kemper Corp | - | 2.14 | - | - | |
ChampionX Corp | - | 2.02 | - | - | |
Selective Insurance Group Inc | - | 2.02 | - | - | |
PNM Resources Inc | - | 1.90 | - | - | |
Ichor Holdings Ltd | - | 1.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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