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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1028 | 1146 | 1100 | 1468 | 2115 |
Fund Return | 1.27% | 2.76% | 14.59% | 3.21% | 7.99% | 7.78% |
Place in category | 1146 | 999 | 567 | 1020 | 803 | 596 |
% in Category | 93 | 80 | 48 | 91 | 77 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus Small-Cap Sustainable Growt | 2.34B | -5.15 | -6.73 | 13.64 | ||
Virtus KAR Mid Cap Core Fund Classi | 2.36B | -0.57 | 2.67 | 12.41 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.46B | 4.49 | 3.46 | 7.75 | ||
Virtus Small-Cap Core I | 1.39B | -0.54 | 8.03 | 15.30 | ||
Virtus KAR International Small Capi | 904.76M | -2.68 | -8.07 | 5.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.4B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EOG Resources Inc | - | 2.74 | - | - | |
FedEx Corp | - | 2.70 | - | - | |
Humana Inc | - | 2.66 | - | - | |
Danaher Corp | - | 2.65 | - | - | |
Chevron Corp | - | 2.65 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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