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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1070 | 1226 | 1255 | 1716 | 2333 |
Fund Return | 7% | 7% | 22.62% | 7.88% | 11.41% | 8.84% |
Place in category | 266 | 266 | 113 | 204 | 115 | 88 |
% in Category | 62 | 62 | 32 | 55 | 36 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.1B | 4.84 | 4.79 | 4.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 25.27B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 14.03B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 10.2B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.28B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 24.86 | - | - | |
DFA US Small Cap I | - | 14.90 | - | - | |
DFA US Micro Cap I | - | 14.87 | - | - | |
DFA US Large Cap Value III | - | 14.25 | - | - | |
iShares MSCI USA Value Factor ETF | - | 10.46 | - | - |
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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