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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 1099 | 1029 | 1152 | 1487 | 1842 |
Fund Return | -0.66% | 9.89% | 2.94% | 4.84% | 8.27% | 6.3% |
Place in category | 282 | 347 | 400 | 286 | 201 | 218 |
% in Category | 58 | 68 | 84 | 67 | 52 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.8B | 1.26 | 5.23 | 6.02 | ||
Federated Kaufmann R | 3.48B | 4.37 | -5.19 | 8.92 | ||
Federated Kaufmann Small Cap Instl | 2.5B | 1.53 | -7.95 | - | ||
Federated Strategic Value DividendA | 1.54B | 1.19 | 5.00 | 5.76 | ||
Federated Kaufmann A | 1.11B | 4.19 | -5.21 | 8.92 |
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 | 15.93B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.35B | -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 | 3.29B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meritage | US59001A1025 | 2.41 | 183.00 | -0.02% | |
Wintrust | US97650W1080 | 2.38 | 101.95 | -0.20% | |
PennyMac Financial | US70932M1071 | 2.37 | 93.35 | +0.07% | |
Allete | US0185223007 | 2.33 | 62.80 | -0.30% | |
South State | US8404411097 | 2.25 | 80.86 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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