Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1072 | 1059 | 1098 | 1422 | 1749 | 2591 |
| Fund Return | 7.2% | 5.91% | 9.77% | 12.45% | 11.83% | 9.99% |
| Place in category | 207 | 297 | 186 | 115 | 247 | 66 |
| % in Category | 36 | 51 | 32 | 20 | 53 | 18 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 862.41B | 16.84 | 21.76 | 14.06 | ||
| Vanguard 500 Index Admiral | 636.97B | 17.48 | 22.63 | 14.60 | ||
| Vanguard Total Stock Market Admiral | 453.11B | 16.82 | 21.74 | 14.04 | ||
| Vanguard Total Intl Stock Index Inv | 248.4B | 28.32 | 19.97 | 7.76 | ||
| Vanguard Institutional Idx Instl Pl | 208.03B | 17.50 | 22.65 | 14.62 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity Small Cap Index Instl Pre | 29.03B | 12.50 | 12.11 | 9.51 | ||
| Vanguard Small Cap Index I | 22.08B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 16.7B | 5.15 | 10.68 | 9.36 | ||
| Vanguard Small Cap Index InstlPlus | 13.17B | 7.22 | 12.47 | 10.01 | ||
| Vanguard Tax-Managed Small Cap Adm | 8.28B | 3.27 | 8.10 | 9.18 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NRG | US6293775085 | 0.45 | 162.84 | -2.33% | |
| Insmed | US4576693075 | 0.44 | 193.69 | +0.92% | |
| SoFi Technologies | US83406F1021 | 0.43 | 30.95 | +1.34% | |
| Comfort Systems | US1999081045 | 0.42 | 954.53 | -2.01% | |
| EMCOR | US29084Q1004 | 0.42 | 640.85 | -2.36% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Neutral | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review