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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 988 | 1099 | 1050 | 1338 | 2071 |
Fund Return | 9.95% | -1.24% | 9.95% | 1.65% | 6% | 7.55% |
Place in category | 270 | 153 | 270 | 367 | 347 | 181 |
% in Category | 65 | 37 | 65 | 93 | 93 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.51B | 5.20 | 1.17 | 11.32 | ||
Virtus Small-Cap Sustainable Growt | 1.98B | 9.72 | -2.69 | 13.81 | ||
Virtus Small-Cap Core I | 1.47B | 13.81 | 10.33 | 15.62 | ||
Virtus KAR International Small Capi | 786.31M | 4.10 | -5.82 | 7.25 | ||
Virtus Quality Small-Cap I | 638.34M | 9.81 | -0.33 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.71B | 7.09 | 4.88 | 8.68 | ||
JHancock Disciplined Value Mid Cap | 14.89B | 10.31 | 6.13 | 9.27 | ||
Vanguard Mid-Cap Value Index Admira | 12.69B | 14.03 | 4.85 | 8.50 | ||
Victory Sycamore Established Value6 | 10.67B | 10.24 | 5.86 | 10.80 | ||
MFS Mid Cap Value R6 | 9.65B | 14.11 | 5.59 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marvell | US5738741041 | 3.61 | 112.86 | +2.29% | |
Diamondback | US25278X1090 | 2.19 | 164.36 | -3.55% | |
Allstate | US0200021014 | 2.18 | 192.33 | -0.77% | |
Mid-America Apartment | US59522J1034 | 2.16 | 152.58 | +0.49% | |
PG E | US69331C1080 | 2.16 | 15.65 | -0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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