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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1016 | 1178 | 981 | 1485 | 1827 |
Fund Return | 4.24% | 1.62% | 17.79% | -0.65% | 8.23% | 6.21% |
Place in category | 256 | 346 | 487 | 444 | 421 | 334 |
% in Category | 40 | 60 | 81 | 78 | 81 | 87 |
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 Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.08B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jpmorgan Chase Var 12/49 | - | 5.09 | - | - | |
Victory Capital | US92645B1035 | 3.79 | 47.94 | -1.80% | |
Brightsphere Investment Group | US10948W1036 | 3.48 | 22.41 | +0.02% | |
Voya Financial Inc | US9290891004 | 3.26 | 70.72 | -0.67% | |
Ciena Corp | US1717793095 | 2.75 | 46.70 | -3.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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