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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 909 | 956 | 996 | 899 | 1107 | - |
Fund Return | -9.07% | -4.37% | -0.39% | -3.5% | 2.06% | - |
Place in category | 164 | 155 | 109 | 173 | 118 | - |
% in Category | 70 | 64 | 47 | 75 | 52 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 18.66B | -9.09 | -3.54 | 4.99 | ||
Vanguard REIT Index I | 9.61B | -9.07 | -3.52 | 5.01 | ||
DFA Real Estate Securities I | 6.86B | -8.88 | -2.71 | 5.62 | ||
Cohen & Steers Instl Realty Shares | 6.17B | -7.99 | -2.04 | 6.66 | ||
Cohen & Steers Real Estate SecuritI | 4.48B | -7.57 | -2.34 | 7.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis Inc | - | 8.73 | - | - | |
American Tower Corp | - | 6.68 | - | - | |
Equinix Inc | - | 5.62 | - | - | |
Welltower Inc | - | 3.75 | - | - | |
Simon Property Group Inc | - | 3.70 | - | - |
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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