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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 992 | 1124 | 1183 | 1604 | 2299 |
Fund Return | 12.41% | -0.76% | 12.41% | 5.75% | 9.91% | 8.68% |
Place in category | 93 | 312 | 93 | 115 | 125 | 61 |
% in Category | 18 | 64 | 18 | 31 | 35 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.88B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.89B | 9.33 | 7.55 | 9.16 | ||
Pear Tree Polaris Small Cap Ord | 4B | 8.69 | 5.18 | 6.74 | ||
Invesco SmallCapValue Y | 4.18B | 24.81 | 17.16 | 12.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Smurfit Westrock | IE00028FXN24 | 0.81 | 4,305.0 | +1.92% | |
First Citizens BancShares | US31946M1036 | 0.63 | 2,204.69 | -0.61% | |
Expand Energy | US1651677353 | 0.63 | 101.60 | -1.09% | |
EMCOR | US29084Q1004 | 0.60 | 448.06 | -0.14% | |
Atmos Energy | US0495601058 | 0.58 | 142.51 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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