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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1059 | 1211 | 1420 | 2087 | 3972 |
Fund Return | 5.34% | 5.93% | 21.07% | 12.41% | 15.85% | 14.79% |
Place in category | 64 | 773 | 1027 | 222 | 120 | 10 |
% in Category | 6 | 54 | 71 | 15 | 11 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Small Cap Ord | 3.89B | 3.92 | 7.67 | 7.48 | ||
Pear Tree Quality Ordinary | 3.89B | 5.30 | 11.97 | 14.39 | ||
Pear Tree Polaris Foreign Value Ins | 1.88B | 4.07 | 1.63 | 4.52 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 548.27M | 2.62 | 1.63 | 5.10 | ||
Pear Tree Polaris Foreign Value Ord | 236.27M | -0.69 | -0.43 | 3.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.24 | 408.21 | -1.90% | |
Apple | US0378331005 | 5.99 | 245.55 | -0.11% | |
Alphabet A | US02079K3059 | 4.53 | 179.66 | -2.65% | |
Meta Platforms | US30303M1027 | 4.28 | 683.55 | -1.62% | |
Taiwan Semiconductor | US8740391003 | 3.75 | 198.24 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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