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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1239 | 1140 | 1336 | 1106 | 1795 | 2856 |
Fund Return | 23.87% | 14.01% | 33.56% | 3.42% | 12.42% | 11.06% |
Place in category | 215 | 213 | 221 | 182 | 118 | 141 |
% in Category | 44 | 38 | 46 | 43 | 31 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.21B | 29.43 | 9.74 | 13.27 | ||
T. Rowe Price Mid-Cap Growth I | 12.89B | 15.57 | 3.54 | - | ||
T. Rowe Price Mid-Cap Growth | 12.08B | 15.44 | 3.40 | 10.90 | ||
T. Rowe Price New Horizons I | 9.96B | 13.92 | -5.33 | - | ||
Bridge Builder Small/Mid Cap Growth | 9.33B | 22.37 | 1.74 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 2.25 | 80.69 | +0.17% | |
Constellation Energy | US21037T1097 | 2.21 | 228.29 | +0.56% | |
Welltower | US95040Q1040 | 2.19 | 125.63 | +0.79% | |
Amphenol | US0320951017 | 2.15 | 70.99 | +0.58% | |
Motorola | US6200763075 | 2.00 | 469.77 | -0.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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