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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1057 | 1281 | 1182 | 1694 | 2224 |
Fund Return | 7.9% | 5.71% | 28.14% | 5.73% | 11.12% | 8.32% |
Place in category | 46 | 27 | 53 | 34 | 167 | 128 |
% in Category | 7 | 5 | 10 | 7 | 34 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Small Cap Growth Inst | 2.29B | 6.94 | -1.08 | 9.98 | ||
Loomis Sayles Small Cap Growth N | 2.29B | 7.01 | -0.97 | 10.11 | ||
Loomis Sayles Small Cap Growth Reta | 2.29B | 6.80 | -1.33 | 9.71 | ||
Loomis Sayles Small Cap Value N | 395.28M | 7.94 | 5.78 | 8.38 | ||
Loomis Sayles Small Cap Value Retai | 395.28M | 7.81 | 5.48 | 8.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.65B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Weatherford | IE00BLNN3691 | 2.79 | 116.09 | -0.10% | |
Vontier Corp Ordinary Shares | - | 1.93 | - | - | |
Moog Inc A | - | 1.77 | - | - | |
Tidewater Inc | - | 1.58 | - | - | |
Federal Agricultural Mortgage Corp Class C | - | 1.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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