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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1058 | 1157 | 1115 | 1440 | - |
Fund Return | 4.55% | 5.8% | 15.74% | 3.69% | 7.57% | - |
Place in category | 67 | 56 | 130 | 242 | 233 | - |
% in Category | 18 | 15 | 38 | 64 | 68 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Virtus Small-Cap Sustainable Growt | 2.26B | -5.15 | -6.73 | 13.64 | ||
Virtus KAR Mid Cap Core Fund Classi | 2.32B | -0.57 | 2.67 | 12.41 | ||
RidgeWorth Ceredex Mid-Cap Value EI | 1.41B | 4.49 | 3.46 | 7.75 | ||
Virtus Small-Cap Core I | 1.32B | -0.54 | 8.03 | 15.30 | ||
Virtus KAR International Small Capi | 887.69M | -2.68 | -8.07 | 5.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.15B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.1B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.37B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Marvell | US5738741041 | 3.01 | 66.38 | -2.68% | |
First Citizens BancShares | US31946M1036 | 2.92 | 1,669.72 | -1.37% | |
Microchip | US5950171042 | 2.88 | 94.00 | -1.69% | |
Revvity | US7140461093 | 2.56 | 108.53 | -0.25% | |
Chesapeake Energy | US1651677353 | 2.53 | 88.56 | -2.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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