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| 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 | 234 | 334 | 201 | 128 | 268 | 74 |
| % in Category | 38 | 54 | 34 | 20 | 52 | 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 | 29.3B | 12.50 | 12.11 | 9.51 | ||
| Vanguard Small Cap Index I | 22.08B | 7.22 | 12.46 | 10.00 | ||
| DFA US Small Cap I | 17.32B | 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 % | |
|---|---|---|---|---|---|
| Insmed | US4576693075 | 0.58 | 205.06 | -0.83% | |
| Comfort Systems | US1999081045 | 0.49 | 1,004.65 | +5.83% | |
| SoFi Technologies | US83406F1021 | 0.49 | 29.59 | +1.79% | |
| NRG | US6293775085 | 0.48 | 169.41 | +1.58% | |
| Pure Storage Inc | US74624M1027 | 0.44 | 72.20 | +4.87% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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