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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1083 | 1215 | 1080 | 1421 | 2280 |
Fund Return | 8.35% | 8.35% | 21.5% | 2.61% | 7.27% | 8.59% |
Place in category | 295 | 295 | 248 | 340 | 341 | 139 |
% in Category | 64 | 64 | 60 | 87 | 93 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 15.51B | 10.03 | 10.24 | 12.84 | ||
Parnassus Core Equity Investor | 13.31B | 9.99 | 10.02 | 12.61 | ||
Parnassus Endeavor Investor | 3.25B | 10.17 | 6.60 | 13.67 | ||
Parnassus Mid Cap Institutional | 1.99B | 8.42 | 2.83 | - | ||
Parnassus Endeavor Institutional | 1.7B | 10.23 | 6.83 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.13B | 7.86 | 5.71 | 9.88 | ||
Fidelity Extended Market Index Ins | 39.85B | 6.98 | 0.97 | 8.99 | ||
Fidelity Mid Cap Index Fund Institu | 34.94B | 8.61 | 6.07 | 9.95 | ||
Vanguard Extended Market Index Inst | 30.81B | 6.98 | 1.00 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 6.97 | 0.96 | 8.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity National Information Services Inc | - | 3.71 | - | - | |
Cboe Global Markets Inc | - | 3.34 | - | - | |
Roper Technologies Inc | - | 3.23 | - | - | |
TransUnion | - | 3.04 | - | - | |
Hologic Inc | - | 3.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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