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


Janus Henderson VIT Forty Portfolio

Large-Cap > Growth

JACAX rank - 549 of 639

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

The fundamental, research-driven investment process is designed to identify Innovative wide-moat companies. The process starts with a group of 20 to 40 stocks selected for their growth potential.

The research process is driven by fundamental analysis of on

YTD
0.71%
2024
21.18%

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
0.8%
2024
10.79%

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
-100%
2024
1.89%

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
-1.55%
2024
3.03%

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
-1.25%
2024
1.85%

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
-100%
2024
9.26%

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
-100%
2024
14.17%

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
3.92%
2024
19.82%

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%
2024
0%

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
-100%
2024
14.63%

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%
2024
0%

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
-100%
2024
9.4%

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
0%
2024
-100%

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
2.23%
2024
8.27%

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
0%
2024
-100%

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
-100%
2024
6.66%

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
6.4%
2024
0.66%

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
5.14%
2024
1.09%

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
-100%
2024
13.65%

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
-100%
2024
23.62%

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
-100%
2024
11.65%

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
7.59%
2024
14.84%

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
-100%
2024
17.88%

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
3.23%
2024
-0.16%

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
0.09%
2024
6.58%

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%
2024
0%

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%
2024
0%

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
3.09%
2024
15.7%

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
1.61%
2024
6.77%

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
1.44%
2024
-0.57%