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Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1017 | 1321 | 1242 | 1953 | 3196 |
Fund Return | 16.22% | 1.69% | 32.1% | 7.49% | 14.32% | 12.32% |
Place in category | 1055 | 1205 | 1018 | 737 | 535 | 278 |
% in Category | 71 | 83 | 70 | 58 | 48 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Investor | 14.02B | 16.05 | 7.27 | 12.09 | ||
Parnassus Endeavor Investor | 3.34B | 11.44 | 4.57 | 12.83 | ||
Parnassus Endeavor Institutional | 1.82B | 11.65 | 4.81 | - | ||
Parnassus Mid Cap Institutional | 1.77B | 12.72 | 1.40 | - | ||
Parnassus Mid-Cap | 1.41B | 12.51 | 1.19 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.62 | 423.56 | -0.44% | |
NVIDIA | US67066G1040 | 6.44 | 147.08 | -1.21% | |
Amazon.com | US0231351067 | 5.28 | 208.62 | -0.68% | |
Alphabet A | US02079K3059 | 4.51 | 178.27 | -1.37% | |
Realty Income | US7561091049 | 3.87 | 57.23 | +1.51% |
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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