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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 915 | 883 | 1021 | 1169 | 1993 | 2056 |
Fund Return | -8.54% | -11.73% | 2.12% | 5.34% | 14.79% | 7.47% |
Place in category | 57 | 84 | 58 | 92 | 123 | 60 |
% in Category | 18 | 25 | 18 | 27 | 34 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Small Cap Value I | 15.21B | -13.08 | 5.08 | 6.98 | ||
DFA US Targeted Value I | 12.83B | -11.45 | 5.42 | 7.54 | ||
Vanguard Small Cap Value Index I | 5.66B | -8.54 | 5.35 | 7.48 | ||
Invesco SmallCapValue Y | 3.89B | -10.90 | 12.68 | 10.36 | ||
Undiscovered Managers Behavioral V6 | 3.4B | -9.72 | 4.63 | 8.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Atmos Energy | US0495601058 | 0.74 | 158.11 | -0.62% | |
Smurfit Westrock | IE00028FXN24 | 0.71 | 3,381.0 | -1.92% | |
Williams-Sonoma | US9699041011 | 0.59 | 170.32 | -1.28% | |
NRG | US6293775085 | 0.57 | 157.82 | -1.16% | |
First Citizens BancShares | US31946M1036 | 0.53 | 1,918.20 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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