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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1000 | 1111 | 1018 | 1440 | - |
Fund Return | 11.05% | 0.01% | 11.05% | 0.58% | 7.56% | - |
Place in category | 295 | 292 | 295 | 477 | 369 | - |
% in Category | 49 | 49 | 49 | 84 | 71 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.88B | 12.69 | 5.65 | 10.55 | ||
T. Rowe Price Blue Chip Growth | 32.69B | 35.63 | 7.54 | 14.89 | ||
T. Rowe Price Blue Chip Growth I | 30.07B | 35.79 | 7.68 | - | ||
T. Rowe Price Capital AppreciationI | 29.54B | 12.84 | 5.78 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.7B | 30.99 | 7.47 | 16.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.85B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 3.22 | - | - | |
Pinnacle | US72346Q1040 | 1.63 | 122.95 | -1.46% | |
PennyMac Financial | US70932M1071 | 1.37 | 101.32 | -3.22% | |
TechnipFMC | GB00BDSFG982 | 1.30 | 30.290 | +0.80% | |
Columbia Banking | US1972361026 | 1.30 | 27.42 | -1.72% |
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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