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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1287 | 1263 | 1412 | 1699 | 1669 | 3182 |
| Fund Return | 28.7% | 26.3% | 41.24% | 19.32% | 10.78% | 12.27% |
| Place in category | 22 | 2 | 80 | 65 | 52 | 34 |
| % in Category | 5 | 1 | 16 | 15 | 17 | 11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 833.14B | 10.20 | 20.60 | 15.49 | ||
| Fidelity Contrafund | 159.8B | 10.43 | 26.73 | 18.16 | ||
| Fidelity Total Market Index Instl b | 138.12B | 11.11 | 20.46 | 15.04 | ||
| Fidelity Growth Company | 84B | 23.38 | 32.11 | 23.85 | ||
| Fidelity International Index Inst | 86.5B | 10.08 | 16.73 | 9.83 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Value Index Admi | 23.65B | 15.82 | 16.08 | 10.99 | ||
| DFA US Small Cap Value I | 19.75B | 18.63 | 17.06 | 11.93 | ||
| DFA US Targeted Value I | 17.14B | 18.48 | 17.05 | 12.27 | ||
| Vanguard Small Cap Value Index I | 7.19B | 15.83 | 16.09 | 11.00 | ||
| Invesco SmallCapValue Y | 6.9B | 34.85 | 31.54 | 19.10 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| MaxLinear | - | 3.60 | 67.46 | -7.23% | |
| Old National Bancorp | - | 2.34 | 27.00 | -0.55% | |
| Bel Fuse B | - | 1.93 | 294.01 | -2.21% | |
| Bank of N.T. Butterfield Son | BMG0772R2087 | 1.91 | 61.86 | -0.40% | |
| Terex | - | 1.86 | 66.05 | -0.05% |
| 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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