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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 | 1025 | 991 | 1146 | 1362 | 2089 | 3238 |
Fund Return | 2.54% | -0.92% | 14.62% | 10.85% | 15.87% | 12.47% |
Place in category | 334 | 412 | 946 | 754 | 546 | 195 |
% in Category | 25 | 28 | 68 | 59 | 49 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Investor | 12.5B | 2.50 | 10.62 | 12.23 | ||
Parnassus Endeavor Investor | 2.97B | 3.16 | 6.39 | 12.22 | ||
Parnassus Endeavor Institutional | 1.63B | 3.21 | 6.63 | - | ||
Parnassus Mid Cap Institutional | 1.41B | 2.53 | 4.69 | - | ||
Parnassus Mid-Cap | 1.16B | 2.49 | 4.47 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.92 | 391.26 | +1.14% | |
Amazon.com | US0231351067 | 5.96 | 196.21 | +0.65% | |
NVIDIA | US67066G1040 | 5.14 | 117.70 | -0.70% | |
Alphabet A | US02079K3059 | 4.33 | 163.99 | +0.73% | |
Deere&Company | US2441991054 | 3.97 | 472.43 | -0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Sell | Strong Sell | Neutral |
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