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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 1073 | 1102 | 1412 | 1751 | 2279 |
Fund Return | -0.61% | 7.3% | 10.16% | 12.18% | 11.85% | 8.59% |
Place in category | 183 | 248 | 75 | 127 | 241 | 67 |
% in Category | 29 | 40 | 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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55B | -0.62 | 12.16 | 8.57 | ||
Fidelity Small Cap Index Instl Pre | 25.56B | -1.73 | 10.17 | 7.26 | ||
DFA US Small Cap I | 15.97B | -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 | 0.52 | 156.59 | -0.87% | |
Expand Energy | US1651677353 | 0.43 | 98.17 | -1.44% | |
Atmos Energy | US0495601058 | 0.42 | 156.84 | -0.55% | |
Smurfit Westrock | IE00028FXN24 | 0.38 | 3,566.0 | +0.48% | |
EMCOR | US29084Q1004 | 0.36 | 635.06 | +9.72% |
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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