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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 997 | 1124 | 1172 | 1633 | 2669 |
Fund Return | 12.45% | -0.33% | 12.45% | 5.42% | 10.31% | 10.31% |
Place in category | 89 | 73 | 89 | 6 | 6 | 2 |
% in Category | 33 | 33 | 33 | 9 | 6 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Penn Series Fund Index 500 | 868.55M | 24.61 | 8.62 | 12.76 | ||
Penn Series International Equity | 233.78M | 9.55 | 1.03 | 5.93 | ||
Penn Series Fund Small Cap Value | 152.25M | 7.83 | 0.80 | 6.42 | ||
Penn Series Fund Small Cap Growth F | 102.91M | 21.92 | 3.96 | 10.33 | ||
Penn Series Real Estate Securities | 103.28M | 6.40 | -3.89 | 6.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.125% | - | 8.17 | - | - | |
Microsoft | US5949181045 | 5.37 | 429.03 | +1.05% | |
United States Treasury Notes 3.625% | - | 3.96 | - | - | |
NVIDIA | US67066G1040 | 3.21 | 137.71 | +3.10% | |
Amazon.com | US0231351067 | 3.18 | 225.94 | +2.39% |
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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