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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1051 | 1161 | 1187 | 1962 | - |
Fund Return | 4.49% | 5.06% | 16.09% | 5.87% | 14.43% | - |
Place in category | 444 | 178 | 868 | 932 | 35 | - |
% in Category | 32 | 17 | 74 | 85 | 5 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 15.43B | 3.78 | 9.83 | 13.05 | ||
Parnassus Core Equity Investor | 13.17B | 3.76 | 9.61 | 12.82 | ||
Parnassus Endeavor Investor | 3.12B | 4.46 | 5.63 | 13.05 | ||
Parnassus Mid Cap Institutional | 1.53B | 5.77 | 4.46 | - | ||
Parnassus Mid-Cap | 1.24B | 5.75 | 4.25 | 8.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.19B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P Global | US78409V1044 | 3.58 | 516.81 | -2.36% | |
Bank of America | US0605051046 | 3.39 | 42.67 | -6.34% | |
Deere&Company | US2441991054 | 3.36 | 458.38 | -1.60% | |
CBRE A | US12504L1098 | 3.17 | 139.59 | -0.73% | |
Sysco | US8718291078 | 3.01 | 74.92 | -1.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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