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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 979 | 1149 | 1032 | 1280 | 1388 | 1720 |
Fund Return | -2.07% | 14.87% | 3.17% | 8.59% | 6.78% | 5.57% |
Place in category | 91 | 351 | 211 | 184 | 341 | 275 |
% in Category | 20 | 68 | 51 | 46 | 81 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Foreign Value Ins | 2.26B | 5.48 | 0.27 | 3.84 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 620.92M | 6.95 | 1.66 | 5.37 | ||
Pear Tree Polaris Foreign Value Ord | 319.71M | 5.32 | -0.11 | 3.48 | ||
Pear Tree Quality Ordinary | 188.68M | 3.05 | 13.17 | 13.52 | ||
Pear Tree Quality Fund Institutiona | 141.57M | 3.10 | 13.60 | 13.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 15.15B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.59B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.12B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OFG Bancorp | PR67103X1020 | 3.27 | 36.46 | -1.00% | |
South Plains Financial | US83946P1075 | 3.19 | 26.07 | +0.19% | |
Barrett | US0684631080 | 3.17 | 135.27 | 0.00% | |
International Bancshares | US4590441030 | 2.70 | 55.03 | +0.51% | |
Graphic Packaging | US3886891015 | 2.69 | 27.05 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Sell | Strong Buy |
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