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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1120 | 1049 | 1295 | 1695 | 2298 |
Fund Return | 1.15% | 12.03% | 4.94% | 9% | 11.14% | 8.68% |
Place in category | 159 | 258 | 47 | 135 | 251 | 81 |
% in Category | 25 | 43 | 9 | 20 | 48 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55B | 1.22 | 9.13 | 8.81 | ||
Fidelity Small Cap Index Instl Pre | 25.89B | 0.00 | 7.19 | 7.58 | ||
Vanguard Small Cap Index I | 21.68B | 1.24 | 9.14 | 8.82 | ||
DFA US Small Cap I | 16.06B | 0.06 | 8.31 | 8.46 | ||
Vanguard Small Cap Index InstlPlus | 12.72B | 1.24 | 9.15 | 8.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NRG | US6293775085 | 0.49 | 152.54 | -0.44% | |
Expand Energy | US1651677353 | 0.42 | 99.13 | -0.88% | |
Atmos Energy | US0495601058 | 0.38 | 164.29 | +0.96% | |
EMCOR | US29084Q1004 | 0.38 | 618.22 | +0.11% | |
Smurfit Westrock | IE00028FXN24 | 0.35 | 3,255.0 | +1.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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