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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1128 | 1152 | 1356 | 1709 | 2332 |
Fund Return | 1.38% | 12.85% | 15.22% | 10.68% | 11.32% | 8.84% |
Place in category | 389 | 295 | 87 | 12 | 30 | 31 |
% in Category | 59 | 48 | 15 | 2 | 6 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 15.94B | 22.68 | 10.50 | 15.42 | ||
Loomis Sayles Growth C | 15.94B | 21.94 | 9.68 | 14.55 | ||
Loomis Sayles Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Global Equity and InA | 3.08B | 11.49 | 1.85 | 7.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.87B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Insight Enterprises | US45765U1034 | 3.77 | 161.21 | +0.75% | |
Element Solutions | US28618M1062 | 2.85 | 27.81 | -0.22% | |
Installed Building | US45780R1014 | 2.38 | 222.85 | -0.20% | |
Core & Main Inc Class A | - | 2.29 | - | - | |
Fabrinet | KYG3323L1005 | 2.27 | 241.79 | +2.72% |
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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