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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1039 | 1194 | 1282 | 1719 | 2462 |
Fund Return | 3.62% | 3.93% | 19.39% | 8.63% | 11.45% | 9.43% |
Place in category | 79 | 248 | 64 | 97 | 134 | 65 |
% in Category | 16 | 54 | 17 | 26 | 37 | 20 |
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 Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Small Cap Value I | 16.45B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.56B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.17B | 4.33 | 19.01 | 13.16 | ||
Pear Tree Polaris Small Cap Ord | 3.9B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Smurfit Westrock | IE00028FXN24 | 0.81 | 4,341.0 | -0.62% | |
First Citizens BancShares | US31946M1036 | 0.63 | 2,171.49 | -2.11% | |
Expand Energy | US1651677353 | 0.63 | 105.41 | +2.34% | |
EMCOR | US29084Q1004 | 0.60 | 468.01 | +1.36% | |
Atmos Energy | US0495601058 | 0.58 | 142.26 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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