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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 981 | 1274 | 924 | 1482 | 2395 |
Fund Return | 9.58% | -1.9% | 27.38% | -2.6% | 8.19% | 9.13% |
Place in category | 357 | 473 | 472 | 239 | 305 | 172 |
% in Category | 57 | 77 | 84 | 49 | 63 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Small Cap Growth Inst | 2.52B | 9.84 | -2.36 | 9.40 | ||
Loomis Sayles Small Cap Growth N | 2.52B | 9.93 | -2.25 | 9.52 | ||
Loomis Sayles Small Cap Value Instl | 423.34M | 8.30 | 5.33 | 7.93 | ||
Loomis Sayles Small Cap Value N | 423.34M | 8.39 | 5.38 | 8.00 | ||
Loomis Sayles Small Cap Value Retai | 423.34M | 8.09 | 5.07 | 7.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.81B | 8.97 | -0.27 | 10.31 | ||
Vanguard Small Cap Growth Index Adm | 14B | 10.85 | -2.75 | 8.72 | ||
Neuberger Berman Genesis R6 | 5.17B | 10.06 | 1.71 | 9.99 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.93B | 13.87 | 2.08 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.87B | 8.97 | -1.03 | 9.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hamilton Lane | US4074971064 | 1.98 | 201.57 | +1.01% | |
MACOM Tech | US55405Y1001 | 1.77 | 135.37 | +0.65% | |
Varonis Systems | US9222801022 | 1.75 | 50.11 | +0.18% | |
Merit | US5898891040 | 1.71 | 104.92 | -0.39% | |
Casella | US1474481041 | 1.67 | 112.91 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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