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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1016 | 1101 | 1112 | 1305 | 1758 |
Fund Return | 2.01% | 1.64% | 10.09% | 3.59% | 5.46% | 5.8% |
Place in category | 541 | 598 | 582 | 526 | 551 | 393 |
% in Category | 83 | 94 | 96 | 91 | 97 | 98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Longleaf Partners | 1.24B | -0.33 | 1.38 | 4.48 | ||
Longleaf Partners International | 647.88M | 0.00 | -1.92 | 2.92 | ||
Longleaf Partners Global | 241.29M | 10.50 | 0.88 | 4.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 17B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eastman Kodak Company | - | 11.14 | - | - | |
CNX Resources | US12653C1080 | 6.61 | 29.82 | -2.68% | |
Graham Holdings | US3846371041 | 6.42 | 951.37 | +0.23% | |
Mattel | US5770811025 | 6.15 | 21.85 | +2.58% | |
PotlatchDeltic | US7376301039 | 6.00 | 44.64 | -0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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