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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1012 | 1312 | 1122 | 1894 | - |
Fund Return | 12.73% | 1.22% | 31.19% | 3.92% | 13.62% | - |
Place in category | 1243 | 1273 | 1080 | 1207 | 699 | - |
% in Category | 87 | 88 | 74 | 93 | 59 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.21B | 8.72 | 0.73 | 8.67 | ||
Pax Balanced Individual Investor | 1.36B | 7.61 | 1.10 | 6.67 | ||
Pax MSCI International ESG Idx Inst | 1.16B | 9.08 | 2.32 | 5.33 | ||
Pax Balanced Institutional | 958.94M | 7.82 | 1.34 | 6.94 | ||
Pax Small Cap Institutional | 605.18M | 11.74 | -0.44 | 6.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.69 | 425.20 | +0.51% | |
Alphabet A | US02079K3059 | 5.45 | 178.88 | -1.51% | |
NVIDIA | US67066G1040 | 4.41 | 146.27 | -1.36% | |
Apple | US0378331005 | 4.04 | 225.12 | +0.40% | |
Oracle | US68389X1054 | 2.54 | 189.63 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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