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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 993 | 1143 | 1001 | 1420 | 1944 |
Fund Return | 14.33% | -0.74% | 14.33% | 0.05% | 7.26% | 6.87% |
Place in category | 140 | 265 | 140 | 660 | 220 | 195 |
% in Category | 20 | 42 | 20 | 96 | 35 | 40 |
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 Sustainable Growt | 1.98B | 9.72 | -2.69 | 13.81 | ||
Virtus Small-Cap Core I | 1.46B | 13.81 | 10.33 | 15.62 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.14B | 9.95 | 1.65 | 7.55 | ||
Virtus KAR International Small Capi | 795.99M | 4.10 | -5.82 | 7.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.08B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.15B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced T | 42.26B | 15.35 | 4.31 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.50 | 124.65 | +0.98% | |
Meta Platforms | US30303M1027 | 2.65 | 687.00 | +1.55% | |
Amazon.com | US0231351067 | 2.64 | 234.64 | -1.02% | |
Visa A | US92826C8394 | 2.55 | 343.05 | +2.13% | |
Fair Isaac | US3032501047 | 2.27 | 1,866.42 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Neutral |
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