Mid-Cap Growth: Total Returns


Further, the ESG analysis serves as a summary of behavioral events that contributed to the company's overall risk level. Equity Summary Score All Opinions -active tab. Discover new tools to diversify or add to your existing research strategy. CLOSE X Please disable your ad blocker or update your settings to ensure that javascript and cookies are enabled , so that we can continue to provide you with the first-rate market news and data you've come to expect from us. Short Term Per Share.

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Check your email and confirm your subscription to complete your personalized experience. Thank you for your submission, we hope you enjoy your experience. Turnover Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations.

News Mutual Funds Scorecard: January 22 Edition Iuri Struta Jan 22, Annual Edition Iuri Struta Dec 25, Is your portfolio protected for what the markets will bring this fall? Current StyleMap characteristics are denoted with a dot and are updated periodically. Historical StyleMap characteristics are calculated for the shorter of either the past three years or the life of the fund, and are represented by the shading of the box es previously occupied by the dot. StyleMap characteristics represent an approximate profile of the fund's equity holdings e.

Although the data are gathered from reliable sources, accuracy and completeness cannot be guaranteed. Skip to Main Content. Your browser is not supported. Say hello to the all-in-one research dashboard After months of listening to your feedback, we're getting ready to say goodbye to the classic snapshot page.

What's been improved Video tutorial Upgrade Now. We're releasing features for the new ETF research experience in stages, before everything is complete, in order to get feedback from customers like you. Here are some of the improvements we've made so far:.

Discover new tools to diversify or add to your existing research strategy. Analyst Ratings — Looking for a second opinion? See the top analysts' ratings for an ETF, and get one-click access to their research reports. Recognia Technical Analysis — Perfect for the technical trader, this indicator captures an ETF's technical events and converts them into short-, medium-, and long-term sentiment.

Technical Events — Quickly scan a list of the latest technical patterns triggered for an ETF, without having to interpret the chart on your own. Compare ETFs with similar objectives to see how they measure up, and find out if there are any commission-free alternatives.

Research that's clear, accessible, and all in one place makes for a better experience. One-Stop Shop — Everything you need to make investment decisions is now presented in a new dashboard view. Profile — Get to know an ETF's objectives, holdings, and performance all in a quick summary. Get relevant information about your holdings right when you need it. See Your Performance — Select the portfolio icon on the upper right to get information on ETFs you own without leaving the Research page.

Faster Access to Positions — A shortcut to view the full list of positions in your portfolio? As always, this rating system is designed to be used as a first step in the fund evaluation process.

A high rating alone is not sufficient basis upon which to make an investment decision. The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares.

Current performance may be higher or lower than the performance data quoted. StyleMaps estimate characteristics of a fund's equity holdings over two dimensions: The percentage of fund assets represented by these holdings is indicated beside each StyleMap. Current StyleMap characteristics are denoted with a dot and are updated periodically.

Historical StyleMap characteristics are calculated for the shorter of either the past three years or the life of the fund, and are represented by the shading of the box es previously occupied by the dot. StyleMap characteristics represent an approximate profile of the fund's equity holdings e.

Although the data are gathered from reliable sources, accuracy and completeness cannot be guaranteed. Skip to Main Content. Your browser is not supported. Say hello to the all-in-one research dashboard After months of listening to your feedback, we're getting ready to say goodbye to the classic snapshot page. What's been improved Video tutorial Upgrade Now. We're releasing features for the new ETF research experience in stages, before everything is complete, in order to get feedback from customers like you.

Here are some of the improvements we've made so far:. Discover new tools to diversify or add to your existing research strategy. Analyst Ratings — Looking for a second opinion? See the top analysts' ratings for an ETF, and get one-click access to their research reports. Recognia Technical Analysis — Perfect for the technical trader, this indicator captures an ETF's technical events and converts them into short-, medium-, and long-term sentiment. Technical Events — Quickly scan a list of the latest technical patterns triggered for an ETF, without having to interpret the chart on your own.