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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 952 | 1258 | 1207 | 1658 | 2158 |
Fund Return | 3.84% | -4.79% | 25.84% | 6.48% | 10.64% | 7.99% |
Place in category | 558 | 554 | 505 | 40 | 151 | 195 |
% in Category | 92 | 91 | 86 | 8 | 30 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Growth A | 15.94B | 22.68 | 10.50 | 15.42 | ||
Loomis Sayles Growth C | 15.94B | 21.94 | 9.68 | 14.55 | ||
Loomis Sayles Global Equity and InY | 3.08B | 11.77 | 2.11 | 8.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.87B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Element Solutions | US28618M1062 | 3.40 | 27.81 | -0.22% | |
iShares Russell 2000 Value | US4642876308 | 2.94 | 179.00 | +0.13% | |
Western Alliance | US9576381092 | 2.89 | 92.36 | -0.44% | |
Comerica | US2003401070 | 2.68 | 70.83 | +0.04% | |
First American | US31847R1023 | 2.58 | 68.80 | -1.16% |
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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