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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 1012 | 1136 | 1054 | 1353 | 3744 |
Fund Return | -0.03% | 1.24% | 13.62% | 1.77% | 6.23% | 14.11% |
Place in category | 551 | 543 | 505 | 421 | 433 | 10 |
% in Category | 99 | 98 | 91 | 81 | 86 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.49B | 5.20 | 1.17 | 11.32 | ||
Virtus Small-Cap Core I | 1.49B | 1.39 | 14.22 | 16.19 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.14B | 4.42 | 5.06 | 8.41 | ||
Virtus KAR International Small Capi | 797.75M | 3.43 | -1.52 | 7.48 | ||
Virtus Quality Small-Cap I | 674.79M | 9.81 | -0.33 | 8.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.67B | 4.46 | 5.77 | 11.04 | ||
Vanguard Small Cap Growth Index Adm | 15.16B | 4.24 | 6.51 | 9.63 | ||
Neuberger Berman Genesis R6 | 4.73B | 1.30 | 5.08 | 10.30 | ||
T. Rowe Price Instl Small-Cap Stock | 4.63B | 2.53 | 4.96 | 10.39 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.71B | 4.09 | 7.84 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ryan Specialty Holdings Inc Class A | - | 9.12 | - | - | |
AAON | US0003602069 | 8.49 | 112.77 | -1.12% | |
Morningstar | US6177001095 | 7.45 | 326.34 | -0.22% | |
Auto Trader Group Plc | GB00BVYVFW23 | 7.04 | 775.80 | -1.02% | |
ServisFirst Bancshares | US81768T1088 | 5.16 | 90.82 | -2.95% |
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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