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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1014 | 1229 | 1044 | 1627 | 2315 |
Fund Return | 4.46% | 1.4% | 22.87% | 1.44% | 10.23% | 8.76% |
Place in category | 230 | 375 | 232 | 263 | 232 | 71 |
% in Category | 37 | 64 | 41 | 49 | 46 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
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 Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.65B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 | ||
Strategic Advisers Small-Mid Cap | 10.02B | 5.62 | 1.05 | 8.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Targa Resources | US87612G1013 | 0.47 | 120.24 | -1.02% | |
Axon Enterprise | US05464C1018 | 0.41 | 293.48 | -0.80% | |
Builders FirstSource | US12008R1077 | 0.41 | 151.15 | 0.00% | |
Deckers Outdoor | US2435371073 | 0.39 | 1,030.16 | -0.90% | |
PTC | US69370C1009 | 0.37 | 174.27 | -1.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Strong Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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