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(ADVEX) Fund Ranking and Research

Ranking, Research and Recommendation of (ADVEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of  Fund (ADVEX) ManagerFund Manager - Drew P. Edwards

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: Advisory Research
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: (Score: )     (What does this score mean?)

 

 

See Fund (ADVEX) performance details as of May 30, 2016

 

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Compare  Fund (ADVEX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
-2.28-12.351.161.19
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare  Fund (ADVEX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of  Fund (ADVEX) Net Asset Tracking (ADVEX) Fund Net Asset

Track net asset change of fund (ADVEX)

DateNet Asset
05/2016$395.62K
03/2016$398.71K
02/2016$363.64K
More historic net asset information on Fund (ADVEX)

  

Graph of  Fund (ADVEX) Portfolio Tracking (ADVEX) Fund Portfolio Allocation

Track portfolio allocation change of fund (ADVEX)

DateCashStockBondOther
01/20160.4%96.71%0%2.88%
10/20155.71%91.38%0%2.92%
07/20153.36%93.74%0%2.9%
Click here to see more historic asset allocation information on Fund (ADVEX)

 

graph of  Fund (ADVEX) Top 10 Position TrackingTop 10 Holdings in (ADVEX) Fund

Discover what Fund (ADVEX) manager is buying

Jan 30, 2016
AUSTEVOLL SEAFOOD AS [3.29%]
SUMITOMO MITSUI FINL [2.75%]
Asustek Computer Inc [2.21%]
MIZUHO FINL GRP INC [2.12%]
MITSUBISHI UFJ FINAN [2.1%]
Smurfit Kappa Group PLC [2.04%]
MRV ON NM [2.02%]
CHIYODA CORP COMMON [2%]
TOKIO MARINE ORD [1.95%]

Oct 30, 2015
AUSTEVOLL SEAFOOD AS [3.31%]
Hyundai Motor Co [2.44%]
SUMITOMO MITSUI FINL [2.32%]
MIZUHO FINL GRP INC [2.19%]
Smurfit Kappa Group PLC [2.14%]
BUWOG AG [2.14%]
MITSUBISHI UFJ FINAN [1.93%]
TOKIO MARINE ORD [1.92%]
CHIYODA CORP COMMON [1.9%]

Jul 30, 2015
AUSTEVOLL SEAFOOD AS [2.66%]
SUMITOMO MITSUI FINL [2.5%]
DRAGON OIL PLC 25P [2.36%]
MIZUHO FINL GRP INC [2.21%]
Hyundai Motor Co [2.17%]
Smurfit Kappa Group PLC [2.16%]
MITSUBISHI UFJ FINAN [2.07%]
TOKIO MARINE ORD [1.98%]
BUWOG AG [1.93%]
Bovis Homes Group PLC [1.91%]
Click here for Stock Holding Change Map in Fund (ADVEX)

  

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