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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 903 | 869 | 1027 | 1162 | 1759 | 2097 |
Fund Return | -9.67% | -13.05% | 2.7% | 5.14% | 11.96% | 7.69% |
Place in category | 206 | 258 | 130 | 171 | 215 | 73 |
% in Category | 32 | 41 | 20 | 28 | 44 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 50.33B | -9.67 | 5.12 | 7.67 | ||
Fidelity Small Cap Index Instl Pre | 24.88B | -11.52 | 3.43 | 6.47 | ||
Vanguard Small Cap Index I | 20.23B | -9.67 | 5.13 | 7.68 | ||
DFA US Small Cap I | 15.45B | -10.39 | 5.33 | 7.43 | ||
Vanguard Tax-Managed Small Cap Adm | 7.24B | -12.74 | 1.90 | 7.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Atmos Energy | US0495601058 | 0.46 | 154.64 | -0.03% | |
Expand Energy | US1651677353 | 0.41 | 119.30 | +2.73% | |
Smurfit Westrock | IE00028FXN24 | 0.39 | 3,136.0 | +0.38% | |
NRG | US6293775085 | 0.39 | 158.49 | +1.66% | |
Williams-Sonoma | US9699041011 | 0.34 | 158.22 | -2.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Neutral |
Summary | Strong Sell | Buy | Neutral |
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