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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1068 | 1262 | 1256 | 2020 | - |
Fund Return | 18.62% | 6.77% | 26.19% | 7.89% | 15.1% | - |
Place in category | 892 | 369 | 742 | 947 | 30 | - |
% in Category | 78 | 29 | 67 | 87 | 4 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 15.95B | 22.91 | 9.42 | 12.68 | ||
Parnassus Core Equity Investor | 13.53B | 22.69 | 9.19 | 12.44 | ||
Parnassus Endeavor Investor | 3.16B | 18.36 | 7.64 | 12.94 | ||
Parnassus Mid Cap Institutional | 1.6B | 19.88 | 3.91 | - | ||
Parnassus Mid-Cap | 1.28B | 19.65 | 3.69 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.82B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P Global | US78409V1044 | 3.41 | 501.80 | -0.59% | |
Bank of America | US0605051046 | 3.30 | 44.34 | -0.47% | |
Deere&Company | US2441991054 | 3.12 | 430.06 | -0.87% | |
CBRE A | US12504L1098 | 3.11 | 130.63 | -1.04% | |
Sysco | US8718291078 | 3.02 | 76.95 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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