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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1244 | 999 | 1637 | 3152 |
Fund Return | 8% | 8% | 24.37% | -0.02% | 10.36% | 12.16% |
Place in category | 382 | 382 | 230 | 330 | 299 | 37 |
% in Category | 66 | 66 | 43 | 68 | 61 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.01B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.33B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 9.73B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 9.73B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.73B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.26B | 8.50 | 4.20 | - | ||
T. Rowe Price Mid-Cap Growth | 12.15B | 8.47 | 4.07 | 11.20 | ||
T. Rowe Price New Horizons I | 10.98B | 6.12 | -3.10 | - | ||
Principal MidCap Institutional | 11.52B | 10.97 | 9.12 | 12.70 | ||
Vanguard Mid-Cap Growth Index Admir | 11.87B | 7.56 | 3.89 | 10.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Copart Inc | - | 3.92 | - | - | |
CoStar Group Inc | - | 3.35 | - | - | |
Monolithic Power Systems Inc | - | 2.95 | - | - | |
MSCI Inc | - | 2.79 | - | - | |
Ares Management Corp Ordinary Shares - Class A | - | 2.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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