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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 998 | 921 | 1104 | 1213 | 1843 | 2241 |
Fund Return | -0.25% | -7.93% | 10.44% | 6.65% | 13.01% | 8.4% |
Place in category | 83 | 113 | 100 | 91 | 132 | 65 |
% in Category | 18 | 27 | 22 | 26 | 35 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Small Cap Value I | 15.1B | -2.49 | 7.35 | 8.27 | ||
DFA US Targeted Value I | 12.56B | -1.57 | 7.25 | 8.72 | ||
Vanguard Small Cap Value Index I | 6.03B | -0.25 | 6.66 | 8.41 | ||
Invesco SmallCapValue Y | 3.98B | -0.23 | 14.87 | 11.58 | ||
Pear Tree Polaris Small Cap Ord | 3.77B | 0.15 | 5.88 | 6.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Smurfit Westrock | IE00028FXN24 | 0.77 | 3,523.0 | -0.56% | |
Williams-Sonoma | US9699041011 | 0.72 | 164.99 | -0.77% | |
First Citizens BancShares | US31946M1036 | 0.64 | 1,846.13 | -1.90% | |
Expand Energy | US1651677353 | 0.62 | 109.22 | +0.61% | |
Atmos Energy | US0495601058 | 0.62 | 150.82 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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