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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1061 | 1202 | 1139 | 1458 | 2050 |
Fund Return | 3.16% | 6.07% | 20.16% | 4.42% | 7.83% | 7.44% |
Place in category | 34 | 20 | 55 | 37 | 188 | 199 |
% in Category | 6 | 4 | 10 | 7 | 39 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Small Cap Growth Inst | 2.31B | 0.88 | -3.86 | 9.13 | ||
Loomis Sayles Small Cap Growth N | 2.31B | 0.94 | -3.74 | 9.26 | ||
Loomis Sayles Small Cap Growth Reta | 2.31B | 0.75 | -4.11 | 8.86 | ||
Loomis Sayles Small Cap Value Instl | 402.27M | 3.32 | 4.95 | 7.98 | ||
Loomis Sayles Small Cap Value N | 402.27M | 3.32 | 4.99 | 8.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 14.92B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Weatherford | IE00BLNN3691 | 2.64 | 122.85 | -1.80% | |
Vontier | US9288811014 | 1.94 | 40.13 | -0.91% | |
Moog | US6153942023 | 1.76 | 170.11 | +0.02% | |
Kadant | US48282T1043 | 1.53 | 278.95 | -0.67% | |
Federal Agricultural Mortgage | US3131483063 | 1.49 | 181.51 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Sell |
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