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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1022 | 1254 | 1251 | 1860 | 2434 |
Fund Return | 3.68% | 2.21% | 25.35% | 7.74% | 13.21% | 9.3% |
Place in category | 296 | 265 | 129 | 14 | 35 | 27 |
% in Category | 46 | 48 | 21 | 2 | 7 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.22B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.22B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.22B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.22B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InA | 2.98B | 5.53 | 2.02 | 7.32 |
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 | 15.08B | 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 | 3.06 | 27.08 | -0.06% | |
Kirby | US4972661064 | 2.75 | 119.03 | +0.28% | |
Insight Enterprises | US45765U1034 | 2.59 | 202.45 | +0.49% | |
Janus International Group | US47103N1063 | 2.18 | 13.09 | +0.65% | |
Beacon Roofing | US0736851090 | 2.16 | 97.70 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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