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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1064 | 1219 | 1255 | 1654 | 2535 |
Fund Return | 3.89% | 6.38% | 21.89% | 7.86% | 10.59% | 9.75% |
Place in category | 155 | 138 | 89 | 154 | 195 | 72 |
% in Category | 21 | 17 | 13 | 25 | 38 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.85B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 | ||
Vanguard Tax-Managed Small Cap Adm | 8.71B | 2.93 | 5.43 | 9.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Deckers Outdoor | US2435371073 | 0.50 | 150.02 | -1.66% | |
Smurfit Westrock | IE00028FXN24 | 0.46 | 4,219.0 | +0.17% | |
Williams-Sonoma | US9699041011 | 0.37 | 209.33 | -2.02% | |
First Citizens BancShares | US31946M1036 | 0.36 | 2,117.11 | -1.84% | |
Expand Energy | US1651677353 | 0.36 | 106.15 | -1.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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