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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1060 | 1193 | 1148 | 1558 | 2021 |
Fund Return | 3.21% | 6.03% | 19.28% | 4.7% | 9.27% | 7.29% |
Place in category | 289 | 166 | 199 | 451 | 330 | 339 |
% in Category | 42 | 22 | 31 | 82 | 65 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.17B | 4.70 | 3.81 | 9.18 | ||
Pax Balanced Individual Investor | 1.35B | 1.86 | 2.60 | 6.89 | ||
Pax Large Cap Fund Institutional | 1.32B | 2.11 | 5.57 | - | ||
Pax MSCI International ESG Idx Inst | 1.2B | 5.11 | 4.39 | 5.62 | ||
Pax Balanced Institutional | 982.52M | 1.89 | 2.86 | 7.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.85B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Victory Capital | US92645B1035 | 5.65 | 67.92 | -0.66% | |
Ligand | US53220K5048 | 4.14 | 122.00 | +1.68% | |
Acadian Asset Management | US10948W1036 | 3.63 | 26.23 | -0.34% | |
Roivant Sciences Ltd Ordinary Shares | - | 3.26 | - | - | |
US Foods | US9120081099 | 2.79 | 71.62 | +1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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