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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 991 | 1145 | 1211 | 1827 | 3209 |
Fund Return | 3.11% | -0.93% | 14.53% | 6.59% | 12.81% | 12.37% |
Place in category | 1401 | 1422 | 1365 | 996 | 933 | 173 |
% in Category | 96 | 96 | 96 | 74 | 77 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jensen Quality Growth J | 2.44B | 3.02 | 6.36 | 12.10 | ||
Jensen Quality Growth Y | 2.04B | 3.15 | 6.68 | - | ||
Jensen Quality Growth FundClass R | 14.54M | 3.96 | 10.05 | 11.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 7.91 | 179.22 | -0.23% | |
Microsoft | US5949181045 | 7.67 | 447.67 | -0.47% | |
Apple | US0378331005 | 6.31 | 208.14 | +0.31% | |
Marsh McLennan | US5717481023 | 5.81 | 215.75 | +0.63% | |
Accenture | IE00B4BNMY34 | 5.81 | 307.21 | -0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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