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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1025 | 1384 | 1010 | 1680 | - |
Fund Return | 12.99% | 2.54% | 38.35% | 0.34% | 10.94% | - |
Place in category | 199 | 158 | 54 | 361 | 133 | - |
% in Category | 46 | 33 | 13 | 90 | 46 | - |
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 Mid Cap Index Adm | 62.61B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 44.55B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 39.65B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.72B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management A | US03769M1062 | 1.03 | 174.73 | +1.00% | |
Marvell | US5738741041 | 0.95 | 118.15 | +23.19% | |
CRH | IE0001827041 | 0.91 | 8,056.0 | +0.20% | |
Spotify Tech | LU1778762911 | 0.78 | 502.38 | +1.84% | |
DoorDash | US25809K1051 | 0.75 | 176.88 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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