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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1047 | 1215 | 1173 | 1450 | 2173 |
Fund Return | 2.69% | 4.67% | 21.46% | 5.46% | 7.72% | 8.07% |
Place in category | 442 | 345 | 95 | 359 | 469 | 280 |
% in Category | 66 | 55 | 14 | 66 | 87 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant & Hamill Intl Sm Cp I | 67.46M | 7.77 | 3.13 | 4.27 | ||
Westcore Global LC Dividend Retail | 31.07M | 20.87 | 7.72 | 8.45 | ||
Westcore Global LC Dividend Inst | 4.85M | 20.99 | 7.86 | 8.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.85B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
VF | US9182041080 | 3.90 | 26.52 | +1.11% | |
Rev Group | US7495271071 | 3.45 | 33.24 | +0.36% | |
Valmont Industries | US9202531011 | 2.91 | 367.26 | -2.58% | |
Mercury | US5893781089 | 2.80 | 44.00 | -1.43% | |
AZZ | US0024741045 | 2.28 | 98.70 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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