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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 983 | 906 | 1069 | 1222 | 1763 | 2091 |
Fund Return | -1.75% | -9.36% | 6.86% | 6.91% | 12.01% | 7.66% |
Place in category | 256 | 305 | 270 | 69 | 162 | 174 |
% in Category | 39 | 47 | 45 | 14 | 32 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Small Cap Growth Inst | 2.13B | -3.03 | 3.38 | 8.81 | ||
Loomis Sayles Small Cap Growth N | 2.13B | -3.00 | 3.52 | 8.95 | ||
Loomis Sayles Small Cap Growth Reta | 2.13B | -3.05 | 3.13 | 8.54 | ||
Loomis Sayles Small Cap Value Instl | 356.48M | -1.79 | 6.85 | 7.59 | ||
Loomis Sayles Small Cap Value Retai | 356.48M | -1.82 | 6.58 | 7.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 15.46B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Moog | US6153942023 | 1.96 | 173.42 | +1.75% | |
Wintrust | US97650W1080 | 1.73 | 108.76 | +0.93% | |
Knife River | US4988941047 | 1.55 | 88.24 | -1.25% | |
Talen Energy | US87422Q1094 | 1.51 | 176.45 | +6.46% | |
Pinnacle | US72346Q1040 | 1.47 | 99.97 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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