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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 972 | 1076 | 1182 | 1945 | - |
Fund Return | 0.16% | -2.81% | 7.63% | 5.74% | 14.24% | - |
Place in category | 1205 | 1115 | 1326 | 1243 | 869 | - |
% in Category | 86 | 77 | 95 | 97 | 73 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.1B | 2.81 | 5.08 | 8.37 | ||
Pax Balanced Individual Investor | 1.33B | 1.55 | 3.22 | 6.53 | ||
Pax MSCI International ESG Idx Inst | 1.23B | 7.47 | 6.46 | 5.28 | ||
Pax Balanced Institutional | 974.39M | 1.59 | 3.48 | 6.80 | ||
Pax Small Cap Institutional | 600.06M | -1.75 | 3.80 | 6.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.18 | 386.84 | -0.25% | |
Alphabet A | US02079K3059 | 6.10 | 162.80 | -0.67% | |
NVIDIA | US67066G1040 | 4.80 | 118.53 | +0.86% | |
Apple | US0378331005 | 3.90 | 214.10 | -0.53% | |
Visa A | US92826C8394 | 2.70 | 339.50 | -0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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