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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1097 | 1068 | 860 | 1376 | 3703 |
Fund Return | 5.57% | 9.71% | 6.76% | -4.91% | 6.59% | 13.99% |
Place in category | 515 | 37 | 533 | 364 | 432 | 9 |
% in Category | 89 | 5 | 93 | 70 | 85 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.52B | 7.37 | 3.21 | 12.55 | ||
Virtus Small-Cap Sustainable Growt | 2.19B | 5.75 | -4.66 | 14.29 | ||
Virtus Small-Cap Core I | 1.49B | 11.54 | 11.03 | 16.02 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.22B | 10.98 | 4.13 | 7.74 | ||
Virtus KAR International Small Capi | 931.67M | 9.90 | -6.18 | 6.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.32B | 9.77 | 0.37 | 10.39 | ||
Vanguard Small Cap Growth Index Adm | 13.87B | 8.48 | -3.00 | 8.36 | ||
Neuberger Berman Genesis R6 | 4.79B | 11.31 | 2.73 | 10.20 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.61B | 14.96 | 3.09 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.55B | 8.56 | -0.40 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ryan Specialty Holdings Inc Class A | - | 9.43 | - | - | |
Morningstar | US6177001095 | 7.86 | 317.27 | -0.15% | |
AAON | US0003602069 | 7.75 | 107.09 | +0.07% | |
Auto Trader Group Plc | GB00BVYVFW23 | 6.87 | 873.60 | -0.39% | |
Rightmove | GB00BGDT3G23 | 5.27 | 668.60 | +0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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