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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 999 | 1309 | 1000 | 1493 | 2228 |
Fund Return | 9.83% | -0.14% | 30.93% | -0% | 8.34% | 8.34% |
Place in category | 219 | 116 | 278 | 449 | 371 | 146 |
% in Category | 36 | 18 | 51 | 82 | 74 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 34.97B | 11.29 | 5.66 | 10.62 | ||
T. Rowe Price Blue Chip Growth | 31.42B | 28.40 | 5.04 | 14.38 | ||
T. Rowe Price Capital AppreciationI | 29.29B | 11.42 | 5.79 | - | ||
T. Rowe Price Blue Chip Growth I | 29.79B | 28.53 | 5.18 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.63B | 24.63 | 5.87 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 16.22B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 3.25 | - | - | |
PennyMac Financial | US70932M1071 | 1.53 | 103.95 | +1.20% | |
Pinnacle | US72346Q1040 | 1.35 | 122.46 | +0.83% | |
Columbia Banking | US1972361026 | 1.22 | 30.67 | +2.30% | |
TechnipFMC | GB00BDSFG982 | 1.20 | 30.020 | +3.52% |
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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