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By Ross Kerber COLORADO SPRINGS, Colo. (Reuters) - Specialized fund managers who pioneered green investing for decades are missing out on some of the spoils as the sector goes...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1184 | 1067 | 1259 | 1247 | 1998 | 3377 |
Fund Return | 18.36% | 6.71% | 25.89% | 7.64% | 14.84% | 12.94% |
Place in category | 919 | 379 | 774 | 978 | 37 | 3 |
% in Category | 80 | 30 | 69 | 90 | 5 | 1 |
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 Institutional | 1.73B | 18.62 | 7.89 | - | ||
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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