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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1077 | 1245 | 1071 | 1356 | 1405 |
Fund Return | 8.41% | 7.71% | 24.55% | 2.32% | 6.28% | 3.46% |
Place in category | 18 | 21 | 17 | 23 | 30 | 21 |
% in Category | 36 | 43 | 33 | 55 | 65 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 500.41M | 3.33 | -0.79 | 7.07 | ||
Westcore Global LC Dividend Retail | 29.87M | 4.17 | 5.52 | 7.08 | ||
Westcore Global LC Dividend Inst | 4.45M | 21.87 | 7.73 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.24B | 10.46 | 5.24 | 5.00 | ||
DFA International Vector Equity I | 3.45B | 7.71 | 3.21 | 4.95 | ||
Free Market International Equity In | 3.09B | 8.70 | 3.70 | 4.24 | ||
Kopernik Global All-Cap I | 2B | 3.18 | 1.14 | 6.77 | ||
DFA World ex US Targeted Val Instl | 715.82M | 7.84 | 2.75 | 4.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marks & Spencer | GB0031274896 | 1.29 | 286.30 | -2.59% | |
Bper Banca | IT0000066123 | 1.28 | 4.726 | -1.54% | |
Kobe Steel | JP3289800009 | 1.25 | 1,996.5 | +0.88% | |
Sydbank | DK0010311471 | 1.23 | 369.0 | -0.05% | |
Kier Group | GB0004915632 | 1.12 | 132.40 | -3.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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