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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1015 | 1146 | 984 | 1445 | 2461 |
Fund Return | 14.64% | 1.55% | 14.64% | -0.52% | 7.65% | 9.42% |
Place in category | 241 | 189 | 241 | 241 | 256 | 143 |
% in Category | 44 | 38 | 44 | 50 | 57 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Small Cap Growth Inst | 2.44B | 14.98 | -0.27 | 9.70 | ||
Loomis Sayles Small Cap Growth N | 2.44B | 15.13 | -0.15 | 9.83 | ||
Loomis Sayles Small Cap Value Instl | 393.63M | 10.95 | 5.45 | 8.06 | ||
Loomis Sayles Small Cap Value N | 393.63M | 11.00 | 5.49 | 8.12 | ||
Loomis Sayles Small Cap Value Retai | 393.63M | 10.69 | 5.17 | 7.79 |
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 % | |
---|---|---|---|---|---|
Vertex | US92538J1060 | 1.90 | 57.75 | +0.96% | |
Intapp Inc | - | 1.81 | - | - | |
Casella | US1474481041 | 1.72 | 107.54 | -1.26% | |
Construction Partners | US21044C1071 | 1.70 | 80.40 | +0.47% | |
MACOM Tech | US55405Y1001 | 1.66 | 132.25 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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