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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 998 | 1199 | 988 | 1476 | 1806 |
Fund Return | 6.4% | -0.18% | 19.87% | -0.41% | 8.1% | 6.09% |
Place in category | 168 | 743 | 43 | 655 | 240 | 250 |
% in Category | 24 | 99 | 7 | 97 | 39 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus KAR Mid Cap Core Fund Classi | 2.33B | 1.82 | 2.92 | 12.62 | ||
Virtus Small-Cap Sustainable Growt | 2.14B | -3.67 | -4.87 | 13.89 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.38B | 7.88 | 3.71 | 7.74 | ||
Virtus Small-Cap Core I | 1.33B | 3.13 | 9.17 | 15.67 | ||
Virtus KAR International Small Capi | 855.94M | 4.70 | -5.79 | 6.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.55B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 5.47 | - | - | |
Visa Inc Class A | - | 3.24 | - | - | |
Amazon.com Inc | - | 3.20 | - | - | |
Meta Platforms Inc Class A | - | 2.81 | - | - | |
Amphenol Corp Class A | - | 2.31 | - | - |
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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