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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1136 | 1132 | 1089 | 1530 | 2254 |
Fund Return | 3.02% | 13.61% | 13.16% | 2.9% | 8.88% | 8.47% |
Place in category | 177 | 223 | 136 | 289 | 177 | 59 |
% in Category | 27 | 36 | 25 | 53 | 37 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 637.59B | 6.58 | 9.74 | - | ||
Vanguard 500 Index Admiral | 489.26B | 7.10 | 11.86 | 12.66 | ||
Vanguard Total Stock Market Admiral | 361.74B | 6.58 | 9.72 | 11.97 | ||
Vanguard Total Intl Stock Index Inv | 189.64B | 1.24 | 1.38 | 4.11 | ||
Vanguard Institutional Idx Instl Pl | 163.78B | 7.11 | 11.88 | 12.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.1B | 3.02 | 2.88 | 8.44 | ||
Fidelity Small Cap Index Instl Pre | 26.33B | 1.56 | -0.84 | 7.29 | ||
Vanguard Small Cap Index I | 21.11B | 3.01 | 2.89 | 8.45 | ||
DFA US Small Cap I | 15.78B | 1.13 | 5.83 | 8.16 | ||
Strategic Advisers Small-Mid Cap | 9.69B | 4.13 | 3.24 | 8.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer | US86800U1043 | 0.75 | 1,020.99 | -0.22% | |
Builders FirstSource | US12008R1077 | 0.44 | 210.81 | +0.54% | |
Vertiv Holdings Co | US92537N1081 | 0.43 | 82.21 | +1.48% | |
Deckers Outdoor | US2435371073 | 0.42 | 947.00 | +0.97% | |
Targa Resources | US87612G1013 | 0.40 | 111.53 | +0.44% |
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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