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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1022 | 1185 | 977 | 1384 | 1979 |
Fund Return | 3.33% | 2.22% | 18.52% | -0.79% | 6.71% | 7.07% |
Place in category | 331 | 264 | 457 | 457 | 503 | 281 |
% in Category | 52 | 48 | 77 | 81 | 93 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant & Hamill Intl Sm Cp I | 64.45M | 8.41 | 2.32 | 3.46 | ||
Westcore Global LC Dividend Retail | 29.91M | 4.17 | 5.52 | 7.08 | ||
Westcore Global LC Dividend Inst | 4.46M | 21.87 | 7.73 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.37B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equity Commonwealth | US2946281027 | 3.79 | 19.40 | +0.15% | |
SPX Corp | US78473E1038 | 2.63 | 142.14 | +0.69% | |
Rev Group | US7495271071 | 2.48 | 24.89 | +0.12% | |
AZZ | US0024741045 | 2.36 | 77.25 | +0.08% | |
Belden | US0774541066 | 2.28 | 93.80 | +1.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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