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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1051 | 1397 | 1244 | 1748 | 2207 |
Fund Return | 16.93% | 5.13% | 39.73% | 7.54% | 11.82% | 8.24% |
Place in category | 66 | 17 | 45 | 34 | 59 | 161 |
% in Category | 16 | 5 | 10 | 11 | 22 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Global Equity and InY | 3.08B | 11.77 | 2.11 | 8.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.61B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 44.55B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 39.65B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.72B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Royal Caribbean Cruises | LR0008862868 | 4.12 | 249.74 | +1.56% | |
Monolithic | US6098391054 | 3.37 | 581.63 | -0.21% | |
EastGroup Properties | US2772761019 | 2.98 | 169.77 | -0.01% | |
Vulcan Materials | US9291601097 | 2.79 | 285.65 | -0.30% | |
Marvell | US5738741041 | 2.60 | 118.15 | +23.19% |
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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