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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1207 | 1141 | 1325 | 1010 | 1533 | 4127 |
Fund Return | 20.69% | 14.13% | 32.51% | 0.33% | 8.92% | 15.23% |
Place in category | 381 | 76 | 373 | 351 | 342 | 8 |
% in Category | 65 | 15 | 68 | 70 | 72 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.45B | 13.03 | 4.92 | 12.12 | ||
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 | 811.25M | 6.84 | -4.38 | 7.27 | ||
Virtus Quality Small-Cap I | 625.25M | 20.64 | 4.33 | 9.99 |
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 | 4.69B | 20.81 | 5.85 | 10.95 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.5B | 23.86 | 6.68 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.53B | 20.24 | 3.51 | 10.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ryan Specialty Holdings Inc Class A | - | 9.12 | - | - | |
AAON | US0003602069 | 8.49 | 118.82 | +0.97% | |
Morningstar | US6177001095 | 7.45 | 336.01 | -0.22% | |
Auto Trader Group Plc | GB00BVYVFW23 | 7.04 | 796.20 | +0.40% | |
ServisFirst Bancshares | US81768T1088 | 5.16 | 83.62 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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