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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1206 | 1041 | 1294 | 1057 | 1494 | 2252 |
Fund Return | 20.55% | 4.07% | 29.4% | 1.87% | 8.37% | 8.46% |
Place in category | 1180 | 1268 | 978 | 1272 | 1164 | 862 |
% in Category | 84 | 90 | 70 | 100 | 100 | 98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vulcan Value Partners Small Cap | 32.81M | 4.70 | -11.12 | 3.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
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 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carlyle Group | US14316J1088 | 4.73 | 52.51 | -1.76% | |
Salesforce Inc | US79466L3024 | 4.70 | 324.53 | -1.35% | |
Skyworks | US83088M1027 | 4.63 | 67.62 | +0.90% | |
Microsoft | US5949181045 | 4.52 | 414.77 | +1.25% | |
CoStar | US22160N1090 | 4.32 | 79.21 | +4.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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