This Quarter's Results
(10/1 to 1/3)
| Fund |
Ticker |
Beta |
% Return to Date |
| Model Portfolio |
PORT |
0.98044 |
8.92 |
| Wilshire 5000 |
^DWC |
1 |
7.20 |
| AmCent Heritage Adv |
ATHAX |
1.3105
|
8.56 |
| American AAdv SmCpVl Ins |
AVFIX |
0.8082
|
9.32 |
| Bridgeway Ul-Sm Co Mkt |
BRSIX |
0.8781
|
13.07 |
| Columbia Small Co Idx Z |
ISCIX |
1.0196
|
8.55 |
| Diversified Spec Eq Inv |
DVPEX |
1.2417
|
7.68 |
| Dreyfus Sm Cap Stk Indx |
DISSX |
1.0124
|
8.58 |
| ICM/Isabelle Sm Cap Inst |
IZZIX |
0.7840
|
12.52 |
| Morgan Stan Health Sci D |
HCRDX |
0.5561
|
2.65 |
| Royce Opportunity Instl |
ROFIX |
1.1926
|
10.45 |
| Vanguard Tax-Mgd SmCap R |
VTMSX |
1.0012
|
7.86 |