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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1010 | 1090 | 970 | 1065 | 1624 |
Fund Return | 2.76% | 1.04% | 9.02% | -1% | 1.26% | 4.97% |
Place in category | 423 | 614 | 597 | 582 | 561 | 402 |
% in Category | 63 | 97 | 97 | 99 | 100 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust/Dow Jones DividendIncom | 828.98M | 3.15 | 7.64 | 6.35 | ||
First Trust Preferred Sec & Inc I | 142.42M | 3.05 | 6.93 | 4.87 | ||
First Trust/Confluence Small Cap Vi | 13.58M | 2.82 | -0.76 | 5.74 | ||
First Trust/Confluence Small Cap Va | 1.63M | 2.83 | -0.35 | 5.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55B | -0.62 | 12.16 | 8.57 | ||
Fidelity Small Cap Index Instl Pre | 25.56B | -1.73 | 10.17 | 7.26 | ||
Vanguard Small Cap Index I | 21.68B | -0.61 | 12.18 | 8.59 | ||
DFA US Small Cap I | 15.97B | -1.27 | 11.33 | 8.18 | ||
Vanguard Small Cap Index InstlPlus | 12.72B | -0.61 | 12.18 | 8.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Baldwin Insurance | US05589G1022 | 5.26 | 40.64 | +0.92% | |
Hagerty Inc Ordinary Shares - Class A | - | 4.71 | - | - | |
Sapiens | KYG7T16G1039 | 4.15 | 28.87 | +0.35% | |
RBC Bearings | US75524B1044 | 3.92 | 388.38 | +0.87% | |
Gates Industrial Corp | GB00BD9G2S12 | 3.92 | 25.31 | +1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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