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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1154 | 995 | 1154 | 1252 | 1753 | 2730 |
Fund Return | 15.37% | -0.53% | 15.37% | 7.79% | 11.88% | 10.57% |
Place in category | 1158 | 1153 | 1158 | 646 | 861 | 695 |
% in Category | 83 | 79 | 83 | 50 | 71 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bright Rock Mid Cap Growth Fund Ins | 94.06M | 14.44 | 1.43 | 10.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.22 | 428.96 | -0.02% | |
Alphabet A | US02079K3059 | 6.09 | 198.89 | +1.47% | |
Mastercard | US57636Q1040 | 5.12 | 528.58 | +0.74% | |
UnitedHealth | US91324P1021 | 4.40 | 524.06 | +2.81% | |
iShares U.S. Energy | US4642877967 | 3.64 | 49.50 | -0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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