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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1032 | 1140 | 864 | 1340 | 2183 |
Fund Return | 0.2% | 3.15% | 14.01% | -4.74% | 6.03% | 8.12% |
Place in category | 297 | 239 | 199 | 270 | 250 | 242 |
% in Category | 46 | 40 | 39 | 53 | 56 | 62 |
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 Explorer Adm | 18.24B | 0.74 | -1.14 | 9.97 | ||
Neuberger Berman Genesis R6 | 4.57B | -0.57 | 0.29 | 9.21 | ||
T. Rowe Price Instl Small-Cap Stock | 4.36B | -1.54 | -2.80 | 9.39 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.39B | 2.27 | -0.22 | - | ||
T. Rowe Price QM US Small-Cap Gr E | 3.86B | 2.22 | -0.37 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Targa Resources Corp | - | 0.99 | - | - | |
Deckers Outdoor Corp | - | 0.96 | - | - | |
MicroStrategy Inc Class A | - | 0.92 | - | - | |
Axon Enterprise Inc | - | 0.88 | - | - | |
PTC Inc | - | 0.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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