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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 970 | 1140 | 1153 | 1522 | 2260 |
Fund Return | 14.03% | -2.96% | 14.03% | 4.85% | 8.76% | 8.5% |
Place in category | 96 | 342 | 96 | 205 | 180 | 96 |
% in Category | 26 | 75 | 26 | 58 | 52 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 21.62B | 7.09 | 4.88 | 8.68 | ||
JHancock Disciplined Value Mid Cap | 14.9B | 10.31 | 6.13 | 9.27 | ||
Victory Sycamore Established Value6 | 10.61B | 10.24 | 5.86 | 10.80 | ||
MFS Mid Cap Value R6 | 9.61B | 14.11 | 5.59 | 9.22 | ||
Bridge Builder Small/Mid Cap Value | 8.98B | 12.02 | 5.19 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arthur J Gallagher | US3635761097 | 1.44 | 295.85 | -0.31% | |
Carrier Global | US14448C1045 | 1.40 | 70.54 | -0.01% | |
ONEOK | US6826801036 | 1.40 | 106.83 | -2.75% | |
Digital | US2538681030 | 1.35 | 184.89 | +0.72% | |
PACCAR | US6937181088 | 1.29 | 110.03 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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