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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1148 | 1113 | 1006 | 1286 | 1934 |
Fund Return | 6.47% | 14.84% | 11.32% | 0.2% | 5.16% | 6.82% |
Place in category | 7 | 20 | 9 | 4 | 11 | 10 |
% in Category | 18 | 42 | 26 | 17 | 22 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 12.56B | 20.95 | 9.03 | 12.95 | ||
State Street Equity 500 Index K | 8.5B | 20.95 | 9.04 | 12.91 | ||
State Street Hedged Intl Dev Eq Idx | 3.72B | 12.12 | 9.18 | - | ||
State Street Global Eq ex-US Index | 2.33B | 7.81 | 1.15 | 4.71 | ||
SSgA S&P 500 Index N | 1.6B | 20.80 | 8.92 | 12.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.53B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.44B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 9.7B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
DFA Real Estate Securities I | 7.62B | 10.55 | -0.06 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 8.43 | 115.05 | -1.16% | |
Equinix | US29444U7000 | 7.80 | 965.64 | +0.21% | |
Welltower | US95040Q1040 | 5.76 | 133.59 | +0.56% | |
UDR | US9026531049 | 4.40 | 44.99 | +0.45% | |
Extra Space Storage | US30225T1025 | 4.01 | 164.00 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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