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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1233 | 1119 | 1360 | 1243 | 1722 | 2614 |
Fund Return | 23.3% | 11.89% | 35.97% | 7.52% | 11.48% | 10.09% |
Place in category | 110 | 34 | 151 | 213 | 196 | 66 |
% in Category | 17 | 7 | 24 | 38 | 40 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.47B | 20.81 | 8.80 | 9.91 | ||
Vanguard Tax-Managed Small Cap Adm | 9.25B | 18.08 | 6.28 | 10.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Axon Enterprise | US05464C1018 | 0.50 | 631.69 | +2.60% | |
Smurfit Westrock | IE00028FXN24 | 0.44 | 4,145.0 | +0.17% | |
Deckers Outdoor | US2435371073 | 0.40 | 210.97 | +2.77% | |
Booz Allen Hamilton | US0995021062 | 0.39 | 131.19 | +1.97% | |
Atmos Energy | US0495601058 | 0.36 | 139.69 | +1.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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