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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 984 | 1052 | 1142 | 2121 | 2354 |
Fund Return | -1.58% | -1.58% | 5.16% | 4.53% | 16.23% | 8.94% |
Place in category | 39 | 39 | 30 | 139 | 143 | 42 |
% in Category | 14 | 14 | 11 | 45 | 50 | 24 |
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% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 60.8B | -1.58 | 4.51 | 8.92 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arthur J Gallagher | US3635761097 | 1.08 | 322.30 | -2.78% | |
Amphenol | US0320951017 | 0.98 | 75.85 | -0.24% | |
Transdigm | US8936411003 | 0.91 | 1,378.13 | +0.74% | |
Motorola | US6200763075 | 0.90 | 430.22 | +0.49% | |
Constellation Energy | US21037T1097 | 0.78 | 222.99 | +2.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Sell | Buy |
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