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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 977 | 1340 | 999 | 1505 | 2154 |
Fund Return | 9.49% | -2.26% | 33.99% | -0.02% | 8.52% | 7.98% |
Place in category | 249 | 315 | 145 | 453 | 344 | 200 |
% in Category | 42 | 54 | 24 | 83 | 69 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.44B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.75B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.17B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.17B | 6.70 | 2.58 | 4.92 | ||
BlackRock International Index K | 10.17B | 6.97 | 2.87 | 5.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.71B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vaxcyte | US92243G1085 | 0.51 | 91.70 | +3.57% | |
FTAI Aviation | KYG3730V1059 | 0.50 | 168.26 | -3.14% | |
Insmed | US4576693075 | 0.42 | 74.09 | +1.29% | |
Sprouts Farmers | US85208M1027 | 0.41 | 147.98 | +0.58% | |
Fabrinet | KYG3323L1005 | 0.32 | 228.63 | -0.78% |
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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