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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 984 | 1051 | 1141 | 2119 | 2349 |
Fund Return | -1.58% | -1.58% | 5.14% | 4.51% | 16.21% | 8.92% |
Place in category | 40 | 40 | 33 | 142 | 148 | 47 |
% in Category | 14 | 14 | 11 | 45 | 51 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Mid Cap Index Fund Institu | 37.64B | -3.44 | 4.62 | 8.82 | ||
Fidelity Extended Market Index Ins | 36.55B | -8.92 | 2.72 | 7.88 | ||
Vanguard Extended Market Index Inst | 31.5B | -8.92 | 2.73 | - | ||
Vanguard Extended Market Idx Adm | 22.86B | -8.93 | 2.68 | 7.87 | ||
Vanguard Mid Cap Index I | 22.65B | -1.58 | 4.51 | 8.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 1.14 | 143.60 | -2.49% | |
Palantir | US69608A1088 | 1.03 | 90.80 | -3.18% | |
Arthur J Gallagher | US3635761097 | 1.00 | 319.41 | -2.98% | |
Amphenol | US0320951017 | 0.95 | 63.56 | -2.31% | |
Constellation Energy | US21037T1097 | 0.94 | 192.61 | -6.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Sell |
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