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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 999 | 1303 | 1300 | 1803 | 2417 |
Fund Return | 8.93% | -0.13% | 30.31% | 9.14% | 12.51% | 9.23% |
Place in category | 307 | 295 | 188 | 41 | 51 | 58 |
% in Category | 75 | 72 | 46 | 15 | 19 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.87B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.08B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 11.15B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10.24B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AerCap Holdings NV | NL0000687663 | 2.96 | 100.30 | +0.61% | |
Gildan Activewear | CA3759161035 | 1.75 | 69.64 | -0.37% | |
Fidelity Financial | US31620R3030 | 1.67 | 63.32 | -0.80% | |
Baxter | US0718131099 | 1.59 | 32.87 | -1.65% | |
TE Connectivity | IE000IVNQZ81 | 1.49 | 149.86 | -1.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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