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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 1073 | 1101 | 1411 | 1750 | 2277 |
Fund Return | -0.62% | 7.28% | 10.14% | 12.16% | 11.84% | 8.57% |
Place in category | 185 | 253 | 77 | 129 | 245 | 69 |
% in Category | 30 | 41 | 14 | 19 | 49 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Small Cap Index Instl Pre | 25.89B | -1.73 | 10.17 | 7.26 | ||
Vanguard Small Cap Index I | 21.68B | -0.61 | 12.18 | 8.59 | ||
DFA US Small Cap I | 15.83B | -1.27 | 11.33 | 8.18 | ||
Vanguard Small Cap Index InstlPlus | 12.72B | -0.61 | 12.18 | 8.60 | ||
Vanguard Tax-Managed Small Cap Adm | 7.79B | -4.43 | 7.54 | 7.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NRG | US6293775085 | 0.49 | 167.63 | +0.26% | |
Expand Energy | US1651677353 | 0.42 | 101.97 | -2.68% | |
Atmos Energy | US0495601058 | 0.38 | 155.81 | -0.07% | |
EMCOR | US29084Q1004 | 0.38 | 624.67 | -0.45% | |
Smurfit Westrock | IE00028FXN24 | 0.35 | 3,310.0 | -3.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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