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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1160 | 1239 | 1449 | 2091 | 3554 |
Fund Return | 3.05% | 15.99% | 23.88% | 13.17% | 15.89% | 13.52% |
Place in category | 67 | 668 | 84 | 45 | 23 | 7 |
% in Category | 5 | 48 | 7 | 4 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Foreign Value Ins | 2.13B | 3.39 | 1.19 | 4.51 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 640.01M | 2.04 | 1.10 | 5.38 | ||
Pear Tree Polaris Foreign Value Ord | 251.85M | 3.07 | 0.81 | 4.14 | ||
Pear Tree Quality Fund Institutiona | 4.38B | 3.10 | 13.60 | 13.90 | ||
Pear Tree Polaris Fgn Val Sm Cap Or | 58.46M | -1.85 | 4.13 | 5.07 |
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 | 6.14 | 423.03 | +1.20% | |
Lam Research Corp | US5128071082 | 3.88 | - | - | |
UnitedHealth | US91324P1021 | 3.88 | 614.67 | -1.69% | |
Apple | US0378331005 | 3.70 | 224.23 | 0.00% | |
Alphabet A | US02079K3059 | 3.49 | 181.62 | +0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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