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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1151 | 1121 | 949 | 1390 | 1655 |
Fund Return | 4.51% | 15.14% | 12.14% | -1.73% | 6.81% | 5.17% |
Place in category | 328 | 339 | 324 | 208 | 338 | 394 |
% in Category | 50 | 50 | 55 | 43 | 69 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Pyrford International Stock I | 249.14M | -0.43 | 4.45 | 3.83 | ||
BMO Large-Cap Value I | 119.52M | 3.42 | 9.31 | 8.54 | ||
BMO Ultra Short Tax-Free I | 89.24M | 0.42 | 1.26 | 1.15 | ||
BMO Large-Cap Growth I | 34.97M | 9.70 | 12.90 | 14.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.89B | 4.81 | 0.76 | 10.34 | ||
Vanguard Small Cap Growth Index Adm | 13.48B | 3.77 | -2.72 | 8.43 | ||
Neuberger Berman Genesis R6 | 4.42B | 4.24 | 2.33 | 9.68 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.42B | 7.11 | 2.36 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.2B | 1.61 | -1.32 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Duolingo Inc | - | 1.99 | - | - | |
Onto Innovation | US6833441057 | 1.73 | 219.18 | +2.71% | |
Shake Shack Inc | US8190471016 | 1.61 | 87.60 | -0.75% | |
Super Micro Computer | US86800U1043 | 1.60 | 843.12 | +1.95% | |
Viking Therapeutics Inc | US92686J1060 | 1.55 | 47.800 | -8.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Neutral |
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