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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 974 | 1309 | 1062 | 1829 | 3305 |
Fund Return | 10.51% | -2.59% | 30.92% | 2.04% | 12.84% | 12.7% |
Place in category | 768 | 1123 | 673 | 959 | 838 | 519 |
% in Category | 64 | 96 | 55 | 87 | 81 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.34B | 1.82 | 2.92 | 12.62 | ||
Virtus Small-Cap Sustainable Growt | 2.12B | -3.67 | -4.87 | 13.89 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.37B | 7.88 | 3.71 | 7.74 | ||
Virtus Small-Cap Core I | 1.33B | 3.13 | 9.17 | 15.67 | ||
Virtus KAR International Small Capi | 854.4M | 4.70 | -5.79 | 6.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.5B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 9.66 | - | - | |
Amazon.com Inc | - | 5.70 | - | - | |
Visa Inc Class A | - | 5.69 | - | - | |
Meta Platforms Inc Class A | - | 4.97 | - | - | |
Amphenol Corp Class A | - | 4.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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