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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1034 | 1263 | 1286 | 1944 | 2879 |
Fund Return | 10.57% | 3.41% | 26.35% | 8.75% | 14.21% | 11.16% |
Place in category | 765 | 797 | 846 | 504 | 704 | 487 |
% in Category | 48 | 52 | 59 | 37 | 61 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.26B | 6.65 | 2.03 | 8.17 | ||
Pax Large Cap Fund Institutional | 1.42B | 7.98 | 4.98 | - | ||
Pax Balanced Individual Investor | 1.38B | 3.73 | 1.32 | 6.60 | ||
Pax MSCI International ESG Idx Inst | 1.14B | 9.58 | 3.46 | 4.75 | ||
Pax Balanced Institutional | 938.25M | 3.85 | 1.57 | 6.87 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.90 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 5.30 | 131.88 | +1.75% | |
Apple | US0378331005 | 5.07 | 212.49 | -0.82% | |
Eli Lilly | US5324571083 | 2.87 | 878.45 | -0.55% | |
Mastercard | US57636Q1040 | 2.21 | 444.63 | -0.08% |
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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