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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1101 | 1070 | 1339 | 1638 | 1649 | 2898 |
| Fund Return | 10.07% | 7.05% | 33.92% | 17.88% | 10.52% | 11.23% |
| Place in category | 170 | 87 | 82 | 61 | 64 | 61 |
| % in Category | 37 | 16 | 18 | 16 | 20 | 24 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value | 639.86M | 11.33 | 16.13 | 9.12 | ||
| LSV Conservative Value Equity | 158.14M | 3.47 | 15.05 | 11.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| JHancock Disciplined Value Mid Cap | 13.69B | 7.50 | 14.70 | 10.85 | ||
| Vanguard Mid-Cap Value Index Admira | 14.09B | 10.39 | 15.56 | 10.74 | ||
| Bridge Builder Small/Mid Cap Value | 9.79B | 10.88 | 15.78 | 10.38 | ||
| Victory Sycamore Established Value6 | 9.34B | 10.56 | 10.82 | 11.49 | ||
| MFS Mid Cap Value R6 | 9.08B | 6.98 | 13.06 | 10.30 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 2.23 | 382.97 | -1.21% | |
| Verizon | - | 1.88 | 48.35 | +0.17% | |
| Citigroup | - | 1.87 | 125.09 | -0.10% | |
| Bristol-Myers Squibb | - | 1.80 | 59.46 | -0.15% | |
| Merck&Co | - | 1.70 | 122.41 | +5.64% |
| 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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