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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1199 | 1066 | 1271 | 1122 | 1457 | - |
Fund Return | 19.88% | 6.56% | 27.12% | 3.91% | 7.82% | - |
Place in category | 287 | 348 | 320 | 354 | 330 | - |
% in Category | 71 | 84 | 82 | 93 | 97 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 16.12B | 22.91 | 9.42 | 12.68 | ||
Parnassus Core Equity Investor | 13.68B | 22.69 | 9.19 | 12.44 | ||
Parnassus Endeavor Investor | 3.18B | 18.36 | 7.64 | 12.94 | ||
Parnassus Endeavor Institutional | 1.74B | 18.62 | 7.89 | - | ||
Parnassus Mid-Cap | 1.29B | 19.65 | 3.69 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 67.61B | 23.67 | 6.60 | 10.36 | ||
Fidelity Extended Market Index Ins | 44.55B | 25.83 | 5.29 | 10.37 | ||
Fidelity Mid Cap Index Fund Institu | 39.65B | 24.09 | 7.79 | 10.45 | ||
Vanguard Extended Market Index Inst | 37.25B | 25.82 | 5.30 | - | ||
Vanguard Extended Market Idx Adm | 27.67B | 25.77 | 5.26 | 10.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity National Info | US31620M1062 | 3.90 | 82.34 | +1.15% | |
TransUnion | US89400J1079 | 3.84 | 95.53 | +1.26% | |
CBRE A | US12504L1098 | 3.67 | 131.92 | +1.08% | |
JB Hunt | US4456581077 | 3.65 | 171.57 | +0.60% | |
Cboe Global | US12503M1080 | 3.55 | 194.41 | +0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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