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Technology Strategies Lead Amid Market Uncertainty
Shauvik Haldar
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The broader markets were down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/26/24
Fidelity Extended Market Index Fund
FSMAX | Fund | Other
$92.72
+0.97%
$44.55 B
0.95%
$0.88
18.15%
3.22%
10.25%
9.58%
0.03%
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK | ETF |
$286.01
+0.99%
$34.34 B
0.56%
$1.59
17.60%
1.22%
8.03%
9.23%
0.07%
iShares Russell 2000 Growth ETF
IWO | ETF |
$296.17
+1.19%
$13.46 B
1.43%
$4.20
15.92%
0.71%
7.33%
8.30%
0.24%
iShares S&P Small-Cap 600 Growth ETF
IJT | ETF |
$138.69
+0.65%
$7.00 B
1.02%
$1.40
10.15%
0.89%
8.54%
9.50%
0.18%
Fidelity Series International Small Cap Fund
FSTSX | Fund | Other
$16.25
+0.18%
$3.96 B
3.38%
$0.55
6.29%
-2.16%
5.51%
7.56%
0.01%
SPDR® S & P 600 Small Cap Growth ETF
SLYG | ETF |
$92.47
+0.55%
$3.92 B
1.60%
$1.47
10.13%
0.94%
8.63%
9.58%
0.15%
Invesco S&P SmallCap Momentum ETF
XSMO | ETF |
$66.84
+0.91%
$1.46 B
1.01%
$0.67
17.04%
7.51%
12.15%
11.25%
0.40%
Vanguard International Explorer Fund
VINEX | Fund | Investor
$16.46
+0.18%
$1.42 B
4.17%
$0.68
2.13%
-5.21%
1.29%
3.93%
0.52%
Vanguard Russell 2000 Growth Index Fund
VTWG | ETF |
$216.35
+1.24%
$1.38 B
0.76%
$1.63
16.10%
0.82%
7.47%
8.35%
0.15%
SIIT Extended Market Index Fund
SMXAX | Fund | A
$18.07
+0.89%
$1.14 B
1.37%
$0.25
19.24%
3.67%
10.69%
9.93%
0.20%
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS | ETF |
$93.86
+1.37%
$1.11 B
0.31%
$0.29
10.57%
2.07%
11.23%
9.54%
0.60%
Vanguard S&P Small-Cap 600 Growth Index Fund
VIOG | ETF |
$119.22
+0.71%
$1.08 B
1.01%
$1.19
10.08%
0.92%
8.63%
9.55%
0.15%
Fidelity Small Cap Growth Index Fund
FECGX | Fund | Other
$28.18
+1.04%
$541.69 M
1.04%
$0.29
15.64%
0.84%
7.12%
-
0.05%
First Trust Small Cap Growth AlphaDEX Fund
FYC | ETF |
$79.83
+1.11%
$451.66 M
0.74%
$0.59
25.63%
2.47%
11.81%
10.51%
0.71%
Small Cap Growth Fund
VVSGX | Fund | Other
$16.51
+0.92%
$426.87 M
0.00%
-
11.48%
-4.72%
2.79%
2.53%
0.92%
Invesco S&P SmallCap Quality ETF
XSHQ | ETF |
$43.41
+0.66%
$410.58 M
1.20%
$0.52
8.44%
5.15%
10.05%
-
0.29%
International Opportunities Fund
VIOPX | Fund | Other
$14.46
+0.21%
$388.50 M
0.98%
$0.14
-0.50%
-4.88%
0.79%
3.85%
1.03%
LKCM Small Cap Equity Fund
LKSCX | Fund | Other
$22.83
+0.88%
$300.62 M
0.00%
-
16.52%
4.00%
11.34%
9.11%
1.08%
Small Cap Stock Trust
JESGX | Fund | Other
$6.63
+0.91%
$296.72 M
0.00%
-
12.76%
-2.85%
6.63%
7.81%
1.14%
Driehaus Micro Cap Growth Fund
DMCRX | Fund | Other
$14.33
+1.20%
$285.79 M
2.10%
$0.30
32.71%
-0.06%
18.37%
16.79%
1.41%
Janus Henderson Small Cap Growth Alpha ETF
JSML | ETF |
$66.59
+0.92%
$268.06 M
3.78%
$2.49
12.45%
1.93%
7.85%
-
0.30%
Driehaus International Small Cap Growth Fund
DRIOX | Fund | Other
$9.04
0.00%
$237.40 M
0.51%
$0.05
3.60%
-4.03%
5.08%
7.44%
1.17%
Osterweis Opportunity Fund
OSTGX | Fund | Investor
$17.56
+0.92%
$226.37 M
0.00%
-
23.00%
1.21%
14.27%
-
1.20%
Eaton Vance Mutual Funds Trust - Eaton Vance Tax Managed Small Cap Fund USD Cls A
ETMGX | Fund | Other
$32.45
+0.84%
$120.95 M
0.14%
$0.05
12.81%
1.99%
7.50%
8.50%
1.11%
Invesco S&P SmallCap 600 Pure Growth ETF
RZG | ETF |
$51.97
+3.18%
$119.53 M
0.89%
$0.45
13.33%
-0.39%
6.70%
7.60%
0.35%
Oberweis International Opportunities Fund
OBIOX | Fund | Other
$18.77
-0.05%
$116.79 M
0.40%
$0.07
8.56%
-10.26%
3.52%
5.16%
1.92%
Sit Small Cap Growth Fund
SSMGX | Fund | Other
$66.68
+0.77%
$114.86 M
2.86%
$1.89
15.64%
0.54%
9.62%
7.82%
1.50%
WesMark Small Company Fund
WMKSX | Fund | Other
$15.67
+1.03%
$112.83 M
0.00%
-
23.61%
5.92%
14.56%
9.66%
1.23%
Advisors Capital Small/Mid Cap Fund
ACSMX | Fund | Other
$10.90
+0.83%
$56.68 M
0.00%
-
16.00%
0.68%
-
-
1.87%
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