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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 | 757.49M | 5.21 | 6.21 | 6.37 | ||
| First Trust Preferred Sec & Inc I | 149.9M | 8.79 | 9.51 | 5.26 | ||
| First Trust/Confluence Small Cap Vi | 11.72M | 2.82 | -0.76 | 5.74 | ||
| First Trust/Confluence Small Cap Va | 1.26M | -2.54 | 2.15 | 5.13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Adm | 58.3B | 8.76 | 11.37 | 9.95 | ||
| Fidelity Small Cap Index Instl Pre | 29.03B | 13.58 | 11.60 | 9.26 | ||
| Vanguard Small Cap Index I | 22.38B | 8.77 | 11.38 | 9.96 | ||
| DFA US Small Cap I | 17.75B | 8.03 | 10.07 | 9.39 | ||
| Vanguard Small Cap Index InstlPlus | 13.46B | 8.78 | 11.39 | 9.97 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Baldwin Insurance | US05589G1022 | 5.26 | 23.30 | +4.44% | |
| Hagerty Inc Ordinary Shares - Class A | - | 4.71 | - | - | |
| Sapiens | KYG7T16G1039 | 4.15 | 43.45 | +0.07% | |
| RBC Bearings | US75524B1044 | 3.92 | 458.15 | +2.36% | |
| Gates Industrial Corp | GB00BD9G2S12 | 3.92 | 22.34 | +0.22% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Sell |
| Technical Indicators | Strong Buy | Strong Buy | Sell |
| Summary | Strong Buy | Strong Buy | Sell |
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