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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1023 | 1294 | 1162 | 1710 | 2113 |
Fund Return | 9.09% | 2.27% | 29.35% | 5.12% | 11.33% | 7.77% |
Place in category | 71 | 196 | 49 | 96 | 148 | 168 |
% in Category | 17 | 47 | 14 | 29 | 46 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Invmt | 1.47B | 9.69 | 6.24 | 8.97 | ||
Royce Premier Invmt | 1.09B | 5.64 | 4.53 | 8.22 | ||
Royce Opportunity Invmt | 840.94M | 7.28 | 2.89 | 9.27 | ||
Royce Total Return Invmt | 635.94M | 5.69 | 5.88 | 7.83 | ||
Royce Special Equity Invmt | 541.43M | 2.23 | 4.58 | 6.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.97B | 11.88 | 2.96 | 9.57 | ||
Fidelity Extended Market Index Ins | 41.89B | 9.99 | -0.65 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 35.76B | 12.16 | 3.53 | 9.58 | ||
Vanguard Extended Market Index Inst | 32.14B | 10.00 | -0.63 | - | ||
Vanguard Extended Market Idx Adm | 24.68B | 9.97 | -0.67 | 8.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Carlyle Group Inc | - | 5.17 | - | - | |
Hubbell Inc | - | 4.25 | - | - | |
Heico A | US4228062083 | 4.19 | 203.36 | -0.81% | |
SEI Investments Co | - | 3.95 | - | - | |
Applied Industrial Technologies Inc | - | 3.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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