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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1206 | 1135 | 1333 | 1136 | 1678 | 2593 |
Fund Return | 20.64% | 13.54% | 33.29% | 4.33% | 10.91% | 9.99% |
Place in category | 382 | 100 | 352 | 133 | 170 | 177 |
% in Category | 66 | 19 | 63 | 30 | 38 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.44B | 13.03 | 4.92 | 12.12 | ||
Virtus Small-Cap Sustainable Growt | 2.02B | 20.69 | 0.33 | 15.23 | ||
Virtus Small-Cap Core I | 1.45B | 23.11 | 15.05 | 16.65 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.13B | 16.66 | 5.95 | 8.20 | ||
Virtus KAR International Small Capi | 809.8M | 6.84 | -4.38 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 20.44B | 18.93 | 3.83 | 11.18 | ||
Vanguard Small Cap Growth Index Adm | 15.8B | 25.15 | 3.40 | 9.95 | ||
Neuberger Berman Genesis R6 | 4.7B | 20.81 | 5.85 | 10.95 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.57B | 23.86 | 6.68 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.51B | 20.24 | 3.51 | 10.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Houlihan Lokey Inc | US4415931009 | 6.25 | 171.53 | -0.03% | |
Watsco | US9426222009 | 5.36 | 475.74 | +1.48% | |
Construction Partners | US21044C1071 | 4.77 | 91.58 | +4.28% | |
Primerica | US74164M1080 | 4.45 | 276.40 | +1.71% | |
RBC Bearings | US75524B1044 | 4.36 | 301.65 | +1.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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