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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1196 | 1005 | 1196 | 1206 | 1818 | 2910 |
Fund Return | 19.62% | 0.51% | 19.62% | 6.43% | 12.7% | 11.27% |
Place in category | 976 | 1021 | 976 | 901 | 718 | 564 |
% in Category | 69 | 71 | 69 | 69 | 62 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mairs & Power Balanced Inv | 755.57M | 9.60 | 1.88 | 6.98 | ||
Mairs & Power Small Cap | 319.73M | 7.25 | 0.83 | 7.54 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.90 | 429.03 | +1.05% | |
NVIDIA | US67066G1040 | 7.49 | 137.71 | +3.10% | |
UnitedHealth | US91324P1021 | 5.81 | 509.76 | -0.16% | |
Amazon.com | US0231351067 | 5.45 | 225.94 | +2.39% | |
JPMorgan | US46625H1005 | 4.66 | 259.16 | +1.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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