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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1163 | 1338 | 1085 | 1300 | 2211 |
Fund Return | 13.14% | 16.28% | 33.8% | 2.77% | 5.4% | 8.26% |
Place in category | 155 | 91 | 80 | 124 | 69 | 19 |
% in Category | 67 | 42 | 38 | 53 | 28 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.46B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.65B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.15B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.15B | 6.70 | 2.58 | 4.92 | ||
BlackRock International Index K | 10.15B | 6.97 | 2.87 | 5.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 22.46B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.92B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 10.04B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
DFA Real Estate Securities I | 7.45B | 10.55 | -0.06 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Tower | US03027X1000 | 7.77 | 195.16 | +0.74% | |
Equinix | US29444U7000 | 7.50 | 901.15 | +0.27% | |
Prologis | US74340W1036 | 6.46 | 116.57 | +3.39% | |
AvalonBay | US0534841012 | 5.18 | 233.11 | +1.26% | |
Welltower | US95040Q1040 | 4.65 | 134.95 | -0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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