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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 988 | 1089 | 855 | 1257 | 2755 |
Fund Return | 8.87% | -1.19% | 8.87% | -5.09% | 4.68% | 10.66% |
Place in category | 474 | 468 | 474 | 421 | 468 | 69 |
% in Category | 86 | 84 | 86 | 82 | 91 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.01B | 14.36 | 6.80 | 7.05 | ||
Federated Kaufmann R | 3.66B | 16.41 | -2.32 | 8.96 | ||
Federated Kaufmann Small Cap Instl | 2.24B | 9.35 | -4.65 | - | ||
Federated Strategic Value DividendA | 1.61B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.94B | 10.37 | 0.56 | 10.22 | ||
Vanguard Small Cap Growth Index Adm | 14.63B | 16.49 | 0.42 | 9.09 | ||
Neuberger Berman Genesis R6 | 4.75B | 9.31 | 0.84 | 9.80 | ||
T. Rowe Price Instl Small-Cap Stock | 4.61B | 11.75 | 0.25 | 9.78 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.66B | 13.06 | 2.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Argen-X | NL0010832176 | 4.90 | 643.00 | +1.26% | |
Hamilton Lane | US4074971064 | 3.55 | 159.18 | -0.18% | |
Wingstop Inc | US9741551033 | 3.45 | 297.90 | -2.57% | |
Comfort Systems | US1999081045 | 2.99 | 436.75 | +0.67% | |
Ares Management | US03990B1017 | 2.34 | 198.22 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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