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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1219 | 1107 | 1219 | 1250 | 1617 | 2006 |
Fund Return | 21.87% | 10.72% | 21.87% | 7.73% | 10.09% | 7.21% |
Place in category | 96 | 201 | 96 | 40 | 193 | 106 |
% in Category | 30 | 52 | 30 | 15 | 64 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 504.77M | 3.33 | -0.79 | 7.07 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.1B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.6B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 188.23M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 53.72M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 291.57M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 446.95 | -1.30% | |
Apple | US0378331005 | 2.81 | 210.61 | -1.63% | |
Visa A | US92826C8394 | 2.78 | 262.47 | -1.55% | |
Quanta Services | US74762E1029 | 2.54 | 254.09 | -4.86% | |
JPMorgan | US46625H1005 | 2.47 | 202.26 | +1.55% |
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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