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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1035 | 1178 | 1126 | 1515 | 2373 |
Fund Return | 2.44% | 3.47% | 17.79% | 4.04% | 8.67% | 9.03% |
Place in category | 497 | 481 | 300 | 499 | 382 | 160 |
% in Category | 76 | 77 | 50 | 88 | 74 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.38B | 3.26 | 8.22 | 10.98 | ||
T. Rowe Price Blue Chip Growth | 32.72B | 2.82 | 12.74 | 15.20 | ||
T. Rowe Price Capital AppreciationI | 29.47B | 3.26 | 8.35 | - | ||
T. Rowe Price Blue Chip Growth I | 29.85B | 2.83 | 12.89 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.52B | 2.70 | 12.53 | 16.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 3.22 | - | - | |
Pinnacle | US72346Q1040 | 1.63 | 123.76 | -1.89% | |
PennyMac Financial | US70932M1071 | 1.37 | 104.15 | -0.98% | |
TechnipFMC | GB00BDSFG982 | 1.30 | 30.800 | -0.10% | |
Columbia Banking | US1972361026 | 1.30 | 27.79 | -2.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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