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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 968 | 1091 | 1083 | 1563 | 1982 |
Fund Return | 1.62% | -3.23% | 9.07% | 2.68% | 9.34% | 7.08% |
Place in category | 171 | 195 | 322 | 210 | 137 | 112 |
% in Category | 36 | 35 | 67 | 51 | 39 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.28B | 3.33 | 3.92 | 4.62 | ||
Templeton Growth Adv | 189.72M | 6.46 | 3.92 | 3.58 | ||
Templeton Growth R | 53.14M | 6.19 | 3.39 | 3.06 | ||
Templeton Growth R6 | 293.38M | 6.47 | 3.96 | 3.66 | ||
Templeton Growth A | 8.17B | 6.34 | 3.66 | 3.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.37B | 2.47 | 3.89 | 7.89 | ||
DFA US Small Cap Value I | 16.22B | 1.67 | 7.43 | 7.69 | ||
DFA US Targeted Value I | 13.38B | 0.49 | 6.78 | 7.97 | ||
Vanguard Small Cap Value Index I | 5.46B | 2.47 | 3.91 | 7.90 | ||
Victory Sycamore Small Company OppI | 3.29B | -2.09 | 2.61 | 8.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ACI Worldwide | US0044981019 | 3.56 | 42.31 | +2.10% | |
Veren | CA92340V1076 | 3.46 | 10.76 | +0.75% | |
Qinetiq | GB00B0WMWD03 | 3.10 | 471.80 | +0.68% | |
Primoris | US74164F1030 | 2.76 | 55.00 | +2.90% | |
Brinker | US1096411004 | 2.71 | 66.35 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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