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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 990 | 1158 | 1052 | 1369 | 1468 | 1959 |
Fund Return | -1.03% | 15.81% | 5.21% | 11.04% | 7.98% | 6.96% |
Place in category | 190 | 139 | 113 | 88 | 262 | 215 |
% in Category | 41 | 37 | 33 | 29 | 74 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Harbor Capital Appreciation Instl | 17.3B | 7.97 | 4.75 | 15.20 | ||
Harbor Capital Appreciation Retirem | 9.84B | 8.00 | 4.84 | - | ||
Harbor International Institutional | 2.68B | 3.36 | 1.63 | 3.06 | ||
Harbor Small Cap Value Instl | 1.82B | -0.13 | 1.27 | 8.68 | ||
Harbor Small Cap Growth Instl | 991.46M | 0.15 | -2.40 | 9.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.12B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.04B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.43B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PulteGroup | US7458671010 | 1.75 | 117.32 | +1.34% | |
Jabil Circuit | US4663131039 | 1.71 | 118.90 | -0.27% | |
Hartford | US4165151048 | 1.65 | 103.45 | +2.18% | |
HP Inc | US40434L1052 | 1.56 | 36.50 | -4.85% | |
Snap-On | US8330341012 | 1.52 | 272.86 | +1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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