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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1028 | 1028 | 1211 | 1533 | 1593 | 2741 |
| Fund Return | 2.83% | 2.83% | 21.09% | 15.31% | 9.77% | 10.61% |
| Place in category | 192 | 192 | 75 | 51 | 67 | 64 |
| % in Category | 48 | 48 | 16 | 14 | 25 | 27 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value | 587.85M | 2.60 | 12.17 | 8.36 | ||
| LSV Conservative Value Equity | 146.05M | 3.47 | 15.05 | 11.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 13.44B | 4.51 | 13.73 | 10.24 | ||
| JHancock Disciplined Value Mid Cap | 13.41B | 1.16 | 12.61 | 10.35 | ||
| Victory Sycamore Established Value6 | 9.47B | 4.71 | 8.73 | 11.02 | ||
| Bridge Builder Small/Mid Cap Value | 9.06B | 2.45 | 12.53 | 9.65 | ||
| MFS Mid Cap Value R6 | 8.67B | 1.12 | 11.31 | 9.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet A | - | 2.23 | 384.80 | +9.96% | |
| Verizon | - | 1.88 | 48.03 | +3.05% | |
| Citigroup | - | 1.87 | 127.98 | +0.29% | |
| Bristol-Myers Squibb | - | 1.80 | 60.59 | +5.21% | |
| Merck&Co | - | 1.70 | 109.18 | -1.60% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Neutral |
| Summary | Strong Buy | Strong Buy | Neutral |
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