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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1106 | 1149 | 1294 | 1905 | 2670 |
Fund Return | 14.88% | 10.64% | 14.88% | 8.98% | 13.75% | 10.32% |
Place in category | 1274 | 1070 | 1274 | 629 | 790 | 558 |
% in Category | 87 | 70 | 87 | 50 | 68 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 400.07M | 0.06 | -1.89 | 1.90 | ||
Sit Mid Cap Growth | 202.9M | 1.95 | 1.06 | 8.48 | ||
Sit Large Cap Growth | 209.74M | 4.89 | 7.23 | 13.74 | ||
Sit Small Cap Growth | 112.3M | 4.74 | -2.16 | 7.42 | ||
Sit Tax-Free Income | 97.22M | 0.63 | -2.07 | 2.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.46 | 450.95 | +0.73% | |
Apple | US0378331005 | 5.92 | 209.07 | +0.45% | |
Broadcom | US11135F1012 | 3.59 | 1,580.78 | -0.72% | |
UnitedHealth | US91324P1021 | 2.76 | 484.50 | -1.12% | |
Exxon Mobil | US30231G1022 | 2.38 | 114.37 | +0.28% |
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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