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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1239 | 1142 | 1239 | 1428 | 1909 | 2169 |
Fund Return | 23.93% | 14.23% | 23.93% | 12.6% | 13.8% | 8.05% |
Place in category | 16 | 123 | 16 | 18 | 41 | 103 |
% in Category | 3 | 26 | 3 | 3 | 8 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.4B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.4B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.4B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.4B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InY | 2.99B | 5.67 | 2.29 | 7.60 |
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 | 15.48B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Element Solutions | US28618M1062 | 3.47 | 27.12 | +1.04% | |
Insight Enterprises | US45765U1034 | 3.42 | 198.36 | +0.85% | |
First American | US31847R1023 | 2.32 | 53.95 | +0.75% | |
Core & Main Inc Class A | - | 2.15 | - | - | |
Kirby | US4972661064 | 2.04 | 119.73 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Neutral |
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