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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1045 | 1190 | 1178 | 1513 | 2245 |
Fund Return | 2.62% | 4.49% | 18.97% | 5.6% | 8.63% | 8.42% |
Place in category | 467 | 377 | 220 | 342 | 383 | 232 |
% in Category | 71 | 62 | 35 | 62 | 74 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.8B | 2.78 | 11.86 | 13.73 | ||
BlackRock International Index Inv A | 11.28B | 4.89 | 4.45 | 5.44 | ||
BlackRock International Index K | 11.28B | 4.91 | 4.77 | 5.76 | ||
BlackRock International Index Instl | 11.28B | 4.92 | 4.71 | 5.71 | ||
BlackRock Equity Dividend Instl | 10.38B | 4.32 | 7.01 | 10.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.75B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Russell 2000 | US4642876555 | 0.83 | 224.26 | -0.96% | |
FTAI Aviation | KYG3730V1059 | 0.54 | 143.82 | +14.37% | |
Sprouts Farmers | US85208M1027 | 0.47 | 169.80 | -3.51% | |
Insmed | US4576693075 | 0.44 | 83.61 | -0.26% | |
Vaxcyte | US92243G1085 | 0.38 | 82.47 | -1.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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