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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1141 | 1269 | 1155 | 1685 | 2734 |
Fund Return | 7.94% | 14.06% | 26.92% | 4.92% | 11% | 10.58% |
Place in category | 12 | 25 | 102 | 248 | 114 | 115 |
% in Category | 3 | 6 | 20 | 52 | 28 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Aberdeen Emerging Markets Instl | 534.34M | 1.26 | -5.52 | 2.46 | ||
Aberdeen Emerging Markets Instl Svc | 401.07M | 1.27 | -5.66 | 2.32 | ||
Aberdeen US Multi-Cap Equity A | 226.7M | 2.24 | 1.92 | 9.71 | ||
Aberdeen US Small Cap Equity Inst | 208.47M | 7.99 | 5.60 | 11.28 | ||
Aberdeen US Multi-Cap Equity Instl | 112.7M | 2.20 | 2.14 | 9.94 |
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 | 4.66B | 1.30 | 5.08 | 10.30 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.63B | 4.09 | 7.84 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.59B | 2.53 | 4.96 | 10.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Q2 Holdings | US74736L1098 | 3.05 | 91.12 | -1.87% | |
Wintrust | US97650W1080 | 2.91 | 129.61 | -0.23% | |
WSFS | US9293281021 | 2.82 | 56.04 | -0.76% | |
Integer Hld | US45826H1095 | 2.69 | 141.00 | +1.68% | |
Vertex | US92538J1060 | 2.68 | 46.51 | +2.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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