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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 963 | 1154 | 1047 | 1069 | 1677 |
Fund Return | 7.05% | -3.71% | 15.41% | 1.53% | 1.34% | 5.3% |
Place in category | 58 | 213 | 147 | 594 | 488 | 337 |
% in Category | 10 | 37 | 26 | 100 | 90 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oak Ridge Small Cap Growth A | 48.48M | 14.37 | 2.23 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.4B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
North Square Dynamic Small Cap I | - | 67.35 | - | - | |
North Square Advisory Rsrch Sm Cp Val I | - | 19.13 | - | - | |
North Square Advisory Rsrch Sm Cp Gr I | - | 10.97 | - | - | |
iShares Russell 2000 | US4642876555 | 1.00 | 220.96 | +0.13% | |
iShares Core S&P Small-Cap ETF | - | 0.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | Strong Sell | Strong Buy | BUY |
Summary | Sell | Strong Buy | Neutral |
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