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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 975 | 1095 | 1056 | 1611 | 2923 |
Fund Return | 9.54% | -2.48% | 9.54% | 1.85% | 10.01% | 11.32% |
Place in category | 1341 | 1307 | 1341 | 1247 | 1067 | 548 |
% in Category | 97 | 93 | 97 | 98 | 89 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jensen Quality Growth I | 4.29B | 10.28 | 2.55 | 12.05 | ||
Jensen Quality Growth J | 2.26B | 10.04 | 2.34 | 11.79 | ||
Jensen Quality Growth Y | 1.65B | 10.36 | 2.63 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.58 | 220.76 | -4.01% | |
Microsoft | US5949181045 | 7.45 | 427.85 | -0.28% | |
Accenture | IE00B4BNMY34 | 7.26 | 355.35 | +0.78% | |
Marsh McLennan | US5717481023 | 6.35 | 216.69 | +0.68% | |
Stryker | US8636671013 | 6.04 | 394.43 | +2.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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