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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1165 | 1048 | 1165 | 1013 | 1448 | 2386 |
Fund Return | 16.49% | 4.8% | 16.49% | 0.42% | 7.69% | 9.09% |
Place in category | 173 | 79 | 173 | 154 | 251 | 175 |
% in Category | 30 | 18 | 30 | 34 | 56 | 49 |
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% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.94B | 10.37 | 0.56 | 10.22 | ||
Neuberger Berman Genesis R6 | 4.73B | 9.31 | 0.84 | 9.80 | ||
T. Rowe Price Instl Small-Cap Stock | 4.61B | 11.75 | 0.25 | 9.78 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.66B | 13.06 | 2.15 | - | ||
T. Rowe Price QM US Small-Cap Gr E | 4.1B | 12.93 | 2.01 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Deckers Outdoor | US2435371073 | 1.16 | 177.36 | -20.51% | |
PTC | US69370C1009 | 0.79 | 193.48 | +0.77% | |
Natera Inc | US6323071042 | 0.74 | 176.92 | +0.37% | |
Liberty Media Formula C | US5312297550 | 0.73 | 95.70 | -0.39% | |
Lennox | US5261071071 | 0.73 | 592.42 | -2.33% |
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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