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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1161 | 1243 | 1466 | 2131 | 3676 |
Fund Return | 3.1% | 16.07% | 24.35% | 13.6% | 16.34% | 13.9% |
Place in category | 54 | 637 | 63 | 22 | 11 | 6 |
% in Category | 4 | 45 | 5 | 3 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Foreign Value Ins | 2.35B | 1.78 | 0.05 | 3.50 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 656.34M | 1.02 | -0.11 | 4.91 | ||
Pear Tree Polaris Foreign Value Ord | 329.52M | 1.65 | -0.34 | 3.15 | ||
Pear Tree Quality Ordinary | 184.7M | 3.05 | 13.17 | 13.52 | ||
Pear Tree Polaris Fgn Val Sm Cap Or | 125.57M | -1.85 | 4.13 | 5.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.14 | 420.21 | -0.19% | |
Lam Research | US5128071082 | 3.88 | 912.07 | -3.27% | |
UnitedHealth | US91324P1021 | 3.88 | 524.65 | +0.65% | |
Apple | US0378331005 | 3.70 | 189.87 | +0.02% | |
Alphabet A | US02079K3059 | 3.49 | 176.06 | +1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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