Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1008 | 1338 | 1199 | 1684 | 2354 |
Fund Return | 12.05% | 0.75% | 33.81% | 6.25% | 10.99% | 8.94% |
Place in category | 43 | 25 | 51 | 95 | 114 | 49 |
% in Category | 11 | 5 | 10 | 28 | 33 | 14 |
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% | |
---|---|---|---|---|---|---|
DFA US Small Cap Value I | 17.49B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.1B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.06B | 12.08 | 6.26 | 8.95 | ||
Undiscovered Managers Behavioral V6 | 3.67B | 9.47 | 8.57 | 9.98 | ||
Invesco SmallCapValue Y | 3.8B | 19.65 | 15.99 | 12.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Smurfit Westrock | IE00028FXN24 | 0.78 | 4,400.0 | +4.71% | |
Booz Allen Hamilton | US0995021062 | 0.69 | 149.88 | +3.95% | |
First Citizens BancShares | US31946M1036 | 0.61 | 2,324.23 | +2.90% | |
EMCOR | US29084Q1004 | 0.61 | 526.95 | +2.16% | |
Atmos Energy | US0495601058 | 0.58 | 150.26 | +2.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review