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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1038 | 1222 | 1060 | 1707 | 2111 |
Fund Return | 3.96% | 3.76% | 22.19% | 1.96% | 11.29% | 7.76% |
Place in category | 191 | 184 | 310 | 294 | 130 | 110 |
% in Category | 39 | 36 | 65 | 67 | 37 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.18B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth A | 8.3B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 191.71M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.79M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 297.65M | 7.84 | 3.57 | 3.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 15.41B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.84B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.15B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ACI Worldwide | US0044981019 | 3.85 | 34.91 | -1.19% | |
Veren Inc | CA22576C1014 | 3.65 | - | - | |
Glanbia PLC | IE0000669501 | 2.81 | 19.12 | +1.06% | |
First Interstate BancSystem | US32055Y2019 | 2.54 | 26.14 | -0.23% | |
iShares Russell 2000 Value | US4642876308 | 2.52 | 151.82 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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