Mutual Funds - Latest Summary ( 2958 Funds, 9448 Classes )


LGM Risk Managed Total Return Fund

NA > NA

LBETX rank - 0 of 27

The fund seeks primarily total return and secondarily limiting risk by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process employs a fund of funds strategy which means it inves

YTD
11.29%
2023
9.45%

Salient Global Real Estate Fund

NA > NA

KIRAX rank - 26 of 126

The fund seeks total return by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities issued by U.S. and non-U.S. real estate compani

YTD
1.89%
2023
8.99%

The fund seeks capital appreciation by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that are tied economically to emerging

YTD
8.84%
2023
8.75%

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
8.43%
2023
12.29%

Pioneer International Equity Fund

Multi-Cap > Core

PIIFX rank - 0 of 508

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of non-U.S. issuers, l

YTD
9.26%
2023
17.23%

Franklin Mutual Shares Fund

Multi-Cap > Value

TESRX rank - 91 of 172

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securi

YTD
12.26%
2023
7.17%

Donoghue Forlines Momentum Fund

NA > NA

MOJOX rank - 26 of 27

The fund seeks primarily capital appreciation and secondarily income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equally-weighted stocks at th

YTD
20.82%
2023
19.1%

American Growth Fund Series Two

Large-Cap > Growth

AMREX rank - 1 of 639

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks and securities convertible into

YTD
0%
2023
-100%

Dunham Small Cap Growth Fund

Small-Cap > Growth

DADGX rank - 374 of 425

The fund seeks to maximize capital appreciation by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in growth-oriented com

YTD
10.17%
2023
21.37%

American Beacon Bahl & Gaynor Small Cap Growth Fund

Small-Cap > Growth

GBSAX rank - 11 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in high-quality d

YTD
0%
2023
-100%

William Blair Small-Mid Cap Growth Fund

Mid-Cap > Growth

WSMDX rank - 115 of 326

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the

YTD
9.4%
2023
9.19%

Wells Fargo Special Mid Cap Value Fund

Mid-Cap > Value

WFHHX rank - 106 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
-100%
2023
3.59%

Wells Fargo Enterprise Fund

Mid-Cap > Growth

SENAX rank - 330 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
16.41%
2023
20.85%

Weitz Hickory Fund

Mid-Cap > Value

WEHIX rank - 236 of 223

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in above-average to highest-quality businesses that are

YTD
-100%
2023
-3.54%

Wasatch Core Growth Fund

Mid-Cap > Growth

WGROX rank - 233 of 326

The fund seeks primarily capital appreciation in the long term and secondarily income by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inve

YTD
12.67%
2023
33.43%

Voya MidCap Opportunities Fund

Mid-Cap > Growth

IMORX rank - 93 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that h

YTD
8.3%
2023
21.4%

Villere Equity Fund

Mid-Cap > Growth

VLEQX rank - 112 of 326

The fund seeks growth in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The research p

YTD
3.83%
2023
6.41%

Vanguard S&P Mid-Cap 400 Value Index Fund

Mid-Cap > Value

VMFVX rank - 93 of 223

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
8.93%
2023
14.64%

Vanguard S&P Mid-Cap 400 Growth Index Fund

Mid-Cap > Growth

VMFGX rank - 48 of 326

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
15.54%
2023
15.99%

Vanguard Mid-Cap Value Index Fund

Mid-Cap > Value

VMVAX rank - 99 of 223

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
13.67%
2023
7.52%

Vanguard Mid-Cap Growth Index Fund

Mid-Cap > Growth

VMGIX rank - 162 of 326

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
10.86%
2023
22.99%

Vanguard Mid-Cap Growth Fund

Mid-Cap > Growth

VMGRX rank - 199 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that demonstrate superior

YTD
13.28%
2023
23.66%

Vanguard Explorer Value Fund

Mid-Cap > Value

VEVFX rank - 202 of 223

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are estimat

YTD
13.01%
2023
12.43%

Value Line Mid Cap Focused Fund, Inc

Mid-Cap > Growth

VLIFX rank - 23 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The tea

YTD
10.83%
2023
22.07%

Tributary Growth Opportunities Fund

Mid-Cap > Growth

FOGPX rank - 336 of 326

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common st

YTD
0%
2023
-100%

Tocqueville Opportunity Fund

Mid-Cap > Growth

TOPPX rank - 0 of 326

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that exhibit abo

YTD
0%
2023
-100%

Timothy Plan Aggressive Growth Fund

Mid-Cap > Growth

TAAGX rank - 118 of 326

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity se

YTD
24.25%
2023
22.44%

TCW Relative Value Mid Cap Fund

Mid-Cap > Value

TGVNX rank - 224 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

In sele

YTD
16.99%
2023
13.31%

T. Rowe Price New Horizons Fund, Inc

Mid-Cap > Growth

PRJIX rank - 311 of 326

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks of small, emerging growth compa

YTD
4.99%
2023
21.49%

T. Rowe Price Institutional Mid-Cap Equity Growth Fund

Mid-Cap > Growth

PMEGX rank - 91 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies with above-average earning

YTD
8.82%
2023
12.62%