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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1055 | 1220 | 1259 | 1688 | - |
Fund Return | 4.24% | 5.49% | 21.98% | 7.99% | 11.04% | - |
Place in category | 181 | 145 | 106 | 175 | 160 | - |
% in Category | 38 | 34 | 25 | 49 | 54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.51B | 24.94 | 8.90 | 13.07 | ||
BlackRock International Index Instl | 10.87B | 3.68 | 1.73 | 5.28 | ||
BlackRock International Index Inv A | 10.87B | 3.39 | 1.48 | 5.02 | ||
BlackRock International Index K | 10.87B | 3.73 | 1.80 | 5.34 | ||
BlackRock Equity Dividend Instl | 10.2B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.59B | 15.22 | 2.80 | 9.55 | ||
Fidelity Extended Market Index Ins | 41.92B | 16.98 | 2.57 | 9.46 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 15.35 | 3.80 | 9.63 | ||
Vanguard Extended Market Index Inst | 34.44B | 16.96 | 2.57 | - | ||
Vanguard Extended Market Idx Adm | 25.55B | 16.91 | 2.53 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 1.28 | 113.25 | +1.77% | |
iShares Russell Mid-Cap | US4642874998 | 0.78 | 92.12 | -0.51% | |
Applovin | US03831W1080 | 0.71 | 376.60 | -1.06% | |
Arthur J Gallagher | US3635761097 | 0.59 | 321.37 | +0.43% | |
Williams | US9694571004 | 0.55 | 55.81 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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