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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1042 | 1062 | 1027 | 1358 | 2078 |
Fund Return | 0.36% | 4.16% | 6.17% | 0.88% | 6.31% | 7.59% |
Place in category | 384 | 146 | 394 | 354 | 359 | 171 |
% in Category | 94 | 39 | 100 | 92 | 98 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nuance Mid Cap Value Institutional | 1.92B | 0.44 | 1.18 | 7.87 | ||
Nuance Concentrated Value Instituti | 183M | 1.19 | 1.95 | 6.60 | ||
Nuance Concentrated Value Investor | 8.59M | 1.11 | 1.70 | 6.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 14.05B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 10.01B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.08B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dentsply | US24906P1093 | 7.32 | 25.57 | +0.47% | |
3M | US88579Y1010 | 7.31 | 102.99 | +0.59% | |
Kimberly-Clark | US4943681035 | 4.89 | 139.70 | +0.16% | |
Northern Trust | US6658591044 | 4.72 | 83.51 | +0.91% | |
Henkel AG & Co KGAA | US42550U1097 | 4.26 | 19.70 | +0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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