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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1035 | 1335 | 1036 | 1391 | 2199 |
Fund Return | 12.51% | 3.46% | 33.5% | 1.19% | 6.82% | 8.2% |
Place in category | 236 | 103 | 156 | 333 | 346 | 165 |
% in Category | 55 | 20 | 40 | 85 | 95 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 16.81B | 16.22 | 7.49 | 12.32 | ||
Parnassus Core Equity Investor | 14.02B | 16.05 | 7.27 | 12.09 | ||
Parnassus Endeavor Investor | 3.34B | 11.44 | 4.57 | 12.83 | ||
Parnassus Endeavor Institutional | 1.82B | 11.65 | 4.81 | - | ||
Parnassus Mid Cap Institutional | 1.77B | 12.72 | 1.40 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 63.15B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 40.04B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 36.34B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.54B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.91B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Guidewire | US40171V1008 | 4.59 | 195.47 | +0.20% | |
TransUnion | US89400J1079 | 4.12 | 107.25 | +0.83% | |
Fidelity National Info | US31620M1062 | 4.01 | 88.40 | +1.98% | |
Cboe Global | US12503M1080 | 3.63 | 198.47 | -0.65% | |
JB Hunt | US4456581077 | 3.42 | 191.14 | +1.63% |
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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