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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1145 | 1113 | 1286 | 1641 | 1691 | 3019 |
| Fund Return | 14.49% | 11.34% | 28.63% | 17.96% | 11.08% | 11.68% |
| Place in category | 151 | 197 | 102 | 74 | 71 | 63 |
| % in Category | 34 | 42 | 20 | 19 | 21 | 25 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value | 697.06M | 18.32 | 15.72 | 9.73 | ||
| LSV Conservative Value Equity | 171.43M | 3.47 | 15.05 | 11.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Admira | 14.29B | 12.58 | 15.14 | 10.76 | ||
| JHancock Disciplined Value Mid Cap | 14.47B | 10.96 | 13.88 | 11.01 | ||
| Bridge Builder Small/Mid Cap Value | 10.41B | 16.86 | 15.99 | 10.88 | ||
| Victory Sycamore Established Value6 | 9.25B | 14.81 | 11.30 | 11.48 | ||
| MFS Mid Cap Value R6 | 9.54B | 13.02 | 13.47 | 10.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Cisco | - | 2.22 | 115.99 | +2.14% | |
| Citigroup | - | 2.02 | 132.45 | +0.10% | |
| Alphabet A | - | 1.90 | 356.13 | +6.73% | |
| Dell Tech | - | 1.85 | 405.37 | +0.14% | |
| Hewlett Packard | - | 1.78 | 47.90 | +1.61% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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