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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1011 | 1098 | 990 | 1516 | 2325 |
Fund Return | 9.81% | 1.08% | 9.81% | -0.33% | 8.68% | 8.8% |
Place in category | 433 | 233 | 433 | 224 | 184 | 198 |
% in Category | 79 | 46 | 79 | 48 | 41 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.48B | 5.20 | 1.17 | 11.32 | ||
Virtus Small-Cap Sustainable Growt | 1.96B | 9.72 | -2.69 | 13.81 | ||
Virtus Small-Cap Core I | 1.47B | 13.81 | 10.33 | 15.62 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.13B | 9.95 | 1.65 | 7.55 | ||
Virtus KAR International Small Capi | 790.12M | 4.10 | -5.82 | 7.25 |
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 | 4.7B | 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 | 4.67B | 13.06 | 2.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Houlihan Lokey Inc | US4415931009 | 6.25 | 183.45 | +1.82% | |
Watsco | US9426222009 | 5.36 | 474.03 | +0.00% | |
Construction Partners | US21044C1071 | 4.77 | 80.92 | -1.26% | |
Primerica | US74164M1080 | 4.45 | 295.85 | +1.60% | |
RBC Bearings | US75524B1044 | 4.36 | 369.50 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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