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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 953 | 964 | 1043 | 1227 | 1722 | 2167 |
Fund Return | -4.66% | -3.57% | 4.26% | 7.05% | 11.49% | 8.04% |
Place in category | 186 | 237 | 100 | 146 | 240 | 74 |
% in Category | 30 | 40 | 16 | 24 | 50 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 52.96B | -4.67 | 7.04 | 8.03 | ||
Fidelity Small Cap Index Instl Pre | 23.69B | -6.79 | 5.19 | 6.78 | ||
DFA US Small Cap I | 16.49B | -5.17 | 6.73 | 7.85 | ||
Vanguard Small Cap Index InstlPlus | 12.13B | -4.65 | 7.06 | 8.05 | ||
Vanguard Tax-Managed Small Cap Adm | 7.56B | -8.16 | 3.02 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NRG | US6293775085 | 0.52 | 158.39 | +1.83% | |
Expand Energy | US1651677353 | 0.43 | 108.74 | -1.45% | |
Atmos Energy | US0495601058 | 0.42 | 152.28 | +0.51% | |
Smurfit Westrock | IE00028FXN24 | 0.38 | 3,403.0 | -2.69% | |
EMCOR | US29084Q1004 | 0.36 | 547.22 | +1.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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