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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1002 | 1110 | 1174 | 1549 | 2183 |
Fund Return | 11% | 0.17% | 11% | 5.49% | 9.14% | 8.12% |
Place in category | 300 | 263 | 300 | 60 | 210 | 181 |
% in Category | 50 | 44 | 50 | 11 | 42 | 46 |
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 Growth Reta | 2.44B | 14.64 | -0.52 | 9.42 | ||
Loomis Sayles Small Cap Value Retai | 393.63M | 10.69 | 5.17 | 7.79 | ||
Loomis Sayles SCital Value Admin | 393.63M | 10.42 | 4.91 | 7.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 17B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Moog | US6153942023 | 2.07 | 181.66 | -3.15% | |
Knife River | US4988941047 | 1.62 | 103.58 | -2.28% | |
Wintrust | US97650W1080 | 1.61 | 130.81 | -0.82% | |
United States Cellular | US9116841084 | 1.55 | 62.80 | -1.13% | |
Vontier | US9288811014 | 1.54 | 38.55 | -1.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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