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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 926 | 926 | 984 | 1093 | 2066 | 2110 |
Fund Return | -7.37% | -7.37% | -1.58% | 3.01% | 15.62% | 7.75% |
Place in category | 236 | 236 | 165 | 187 | 203 | 71 |
% in Category | 36 | 36 | 25 | 33 | 41 | 19 |
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 Small Cap Index Instl Pre | 23.69B | -9.47 | 0.68 | 6.44 | ||
Vanguard Small Cap Index I | 20.63B | -7.37 | 3.03 | 7.76 | ||
DFA US Small Cap I | 15.13B | -7.81 | 3.60 | 7.48 | ||
Vanguard Small Cap Index InstlPlus | 11.53B | -7.36 | 3.04 | 7.78 | ||
Vanguard Tax-Managed Small Cap Adm | 7.65B | -8.93 | 0.60 | 7.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 0.43 | 105.88 | +2.37% | |
Atmos Energy | US0495601058 | 0.42 | 161.50 | +0.82% | |
Smurfit Westrock | IE00028FXN24 | 0.41 | 3,073.0 | -1.95% | |
Williams-Sonoma | US9699041011 | 0.34 | 160.56 | +3.04% | |
Liberty Media Formula C | US5312297550 | 0.33 | 91.40 | +1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Strong Buy | Neutral | Sell |
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