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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1011 | 1200 | 951 | 1510 | 2091 |
Fund Return | 2.62% | 1.12% | 19.96% | -1.67% | 8.59% | 7.65% |
Place in category | 402 | 404 | 384 | 510 | 393 | 226 |
% in Category | 65 | 69 | 66 | 89 | 77 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.56B | 11.27 | 9.53 | 12.66 | ||
BlackRock Equity Dividend Instl | 10.23B | 8.20 | 5.78 | 9.54 | ||
BlackRock International Index Instl | 10.05B | 7.83 | 3.34 | 4.65 | ||
BlackRock International Index Inv A | 10.1B | 7.69 | 3.07 | 4.38 | ||
BlackRock International Index K | 10.05B | 7.82 | 3.38 | 4.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.26B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer | US86800U1043 | 1.75 | 920.01 | +3.67% | |
iShares Russell 2000 | US4642876555 | 0.71 | 200.75 | +0.17% | |
MicroStrategy | US5949724083 | 0.63 | 1,469.43 | -2.51% | |
Comfort Systems | US1999081045 | 0.44 | 327.19 | +1.66% | |
Onto Innovation | US6833441057 | 0.36 | 229.35 | +3.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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