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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 999 | 1054 | 1151 | 2215 | 2201 |
Fund Return | -0.09% | -0.09% | 5.37% | 4.81% | 17.24% | 8.21% |
Place in category | 78 | 78 | 59 | 153 | 160 | 78 |
% in Category | 26 | 26 | 19 | 45 | 52 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 20.19B | -1.33 | 5.23 | 8.34 | ||
JHancock Disciplined Value Mid Cap | 12.43B | -1.67 | 5.71 | 8.61 | ||
Victory Sycamore Established Value6 | 9.18B | -2.25 | 4.88 | 10.03 | ||
MFS Mid Cap Value R6 | 8.32B | -2.55 | 5.58 | 8.56 | ||
Bridge Builder Small/Mid Cap Value | 7.43B | -4.08 | 4.57 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arthur J Gallagher | US3635761097 | 1.84 | 342.92 | +2.66% | |
ONEOK | US6826801036 | 1.28 | 83.38 | +0.99% | |
PACCAR | US6937181088 | 1.23 | 89.55 | -1.02% | |
Carrier Global | US14448C1045 | 1.21 | 60.59 | +2.24% | |
Allstate | US0200021014 | 1.15 | 195.50 | +1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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