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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1076 | 1087 | 1558 | 1779 | 2731 |
Fund Return | 6.89% | 7.57% | 8.67% | 15.94% | 12.21% | 10.57% |
Place in category | 278 | 349 | 186 | 149 | 290 | 76 |
% in Category | 48 | 60 | 32 | 26 | 57 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Small Cap Index Instl Pre | 28.42B | 10.48 | 15.37 | 9.91 | ||
Vanguard Small Cap Index I | 22.47B | 6.90 | 15.95 | 10.58 | ||
DFA US Small Cap I | 16.83B | 6.26 | 15.35 | 10.11 | ||
Vanguard Small Cap Index InstlPlus | 13.24B | 6.91 | 15.96 | 10.59 | ||
Vanguard Tax-Managed Small Cap Adm | 8.36B | 4.21 | 12.72 | 9.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SoFi Technologies | US83406F1021 | 0.43 | 26.54 | -0.23% | |
NRG | US6293775085 | 0.42 | 168.74 | -0.70% | |
EMCOR | US29084Q1004 | 0.41 | 689.01 | +0.26% | |
Atmos Energy | US0495601058 | 0.39 | 176.41 | +0.02% | |
US75734B1008 | 0.39 | 194.95 | -2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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