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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1119 | 997 | 1119 | 1044 | 1432 | 2316 |
Fund Return | 11.86% | -0.28% | 11.86% | 1.46% | 7.44% | 8.76% |
Place in category | 226 | 327 | 226 | 375 | 390 | 95 |
% in Category | 36 | 54 | 36 | 69 | 75 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.57B | 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 | 10.25B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.85B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ExlServices | US3020811044 | 1.09 | 50.74 | +0.96% | |
Kite Realty | US49803T3005 | 0.78 | 22.88 | -1.17% | |
First Industrial RT | US32054K1034 | 0.77 | 53.13 | -0.49% | |
ACI Worldwide | US0044981019 | 0.71 | 53.23 | -0.60% | |
Sprouts Farmers | US85208M1027 | 0.69 | 161.36 | +1.91% |
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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