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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1194 | 1042 | 1194 | 1092 | 1714 | 2988 |
Fund Return | 19.36% | 4.22% | 19.36% | 2.96% | 11.38% | 11.57% |
Place in category | 123 | 92 | 123 | 41 | 61 | 40 |
% in Category | 21 | 21 | 21 | 11 | 15 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
William Blair Large Cap Growth I | 2.08B | 26.08 | 6.16 | 15.79 | ||
William Blair Small-Mid Cap Gr I | 1.28B | 11.51 | 0.45 | 10.39 | ||
William Blair International Growt | 1.03B | 2.38 | -5.40 | 5.15 | ||
William Blair Instl International G | 916.15M | 2.41 | -5.42 | 5.28 | ||
William Blair Emerging Mkts Growth | 618.87M | 10.71 | -6.54 | 4.50 |
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 | 4.81B | 9.31 | 0.84 | 9.80 | ||
T. Rowe Price Instl Small-Cap Stock | 4.64B | 11.75 | 0.25 | 9.78 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.72B | 13.06 | 2.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Casella | US1474481041 | 2.51 | 106.95 | +1.83% | |
BWX Tech | US05605H1005 | 1.93 | 111.46 | -12.68% | |
ACV Auctions | US00091G1040 | 1.81 | 21.11 | -1.31% | |
Doximity Inc Class A | - | 1.72 | - | - | |
Vertex | US92538J1060 | 1.71 | 57.79 | +0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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