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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1058 | 1174 | 1179 | 1643 | 2817 |
Fund Return | 4.45% | 5.77% | 17.43% | 5.65% | 10.44% | 10.91% |
Place in category | 171 | 346 | 383 | 201 | 136 | 94 |
% in Category | 28 | 63 | 70 | 43 | 33 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.67B | 4.46 | 5.77 | 11.04 | ||
Vanguard Small Cap Growth Index Adm | 15.16B | 4.24 | 6.51 | 9.63 | ||
Neuberger Berman Genesis R6 | 4.68B | 1.30 | 5.08 | 10.30 | ||
T. Rowe Price Instl Small-Cap Stock | 4.63B | 2.53 | 4.96 | 10.39 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.71B | 4.09 | 7.84 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Guidewire | US40171V1008 | 0.93 | 213.53 | -1.90% | |
Wix.Com Ltd | IL0011301780 | 0.91 | 220.31 | -1.11% | |
Viper Energy Ut | US9279591062 | 0.90 | 49.38 | -0.66% | |
Houlihan Lokey Inc | US4415931009 | 0.81 | 184.87 | -1.35% | |
Vanguard Small-Cap | US9229087518 | 0.80 | 247.71 | -1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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