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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1023 | 1260 | 1136 | 1533 | 2211 |
Fund Return | 13.05% | 2.33% | 26.04% | 4.33% | 8.92% | 8.26% |
Place in category | 42 | 34 | 63 | 42 | 36 | 26 |
% in Category | 20 | 23 | 20 | 23 | 20 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Penn Series Fund Flexibly Managed | 5.2B | 14.91 | 7.24 | 10.54 | ||
Penn Series Fund Index 500 | 865.37M | 27.70 | 11.12 | 13.01 | ||
Penn Series International Equity | 231.57M | 9.55 | 1.03 | 5.93 | ||
Penn Series Fund Small Cap Value | 147.9M | 17.84 | 5.56 | 7.63 | ||
Penn Series Fund Small Cap Growth F | 102.11M | 21.92 | 3.96 | 10.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.11B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 98.78B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.25B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 46.17B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced A | 42.26B | 18.41 | 6.40 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Penn Series Fds Index 500 | - | 60.74 | - | - | |
Penn Series Fds Quality Bond | - | 39.33 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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