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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 959 | 1100 | 972 | 1300 | 2082 |
Fund Return | 9.99% | -4.09% | 9.99% | -0.94% | 5.38% | 7.61% |
Place in category | 331 | 409 | 331 | 361 | 341 | 181 |
% in Category | 82 | 94 | 82 | 96 | 98 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 16.25B | 18.75 | 6.64 | 12.25 | ||
Parnassus Core Equity Investor | 13.74B | 18.52 | 6.42 | 12.02 | ||
Parnassus Endeavor Investor | 3.22B | 12.01 | 3.15 | 12.25 | ||
Parnassus Endeavor Institutional | 1.77B | 12.27 | 3.39 | - | ||
Parnassus Mid Cap Institutional | 1.62B | 10.21 | -0.74 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.59B | 15.22 | 2.80 | 9.55 | ||
Fidelity Extended Market Index Ins | 40.78B | 16.98 | 2.57 | 9.46 | ||
Fidelity Mid Cap Index Fund Institu | 37.02B | 15.35 | 3.80 | 9.63 | ||
Vanguard Extended Market Index Inst | 34.44B | 16.96 | 2.57 | - | ||
Vanguard Extended Market Idx Adm | 25.55B | 16.91 | 2.53 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity National Info | US31620M1062 | 4.00 | 79.23 | -0.08% | |
TransUnion | US89400J1079 | 3.81 | 95.37 | -0.65% | |
CBRE A | US12504L1098 | 3.73 | 141.13 | +0.08% | |
Fortinet | US34959E1091 | 3.67 | 96.90 | -0.56% | |
JB Hunt | US4456581077 | 3.57 | 169.96 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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