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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1161 | 1243 | 1466 | 2131 | 3676 |
Fund Return | 3.1% | 16.07% | 24.35% | 13.6% | 16.34% | 13.9% |
Place in category | 54 | 637 | 63 | 22 | 11 | 6 |
% in Category | 4 | 45 | 5 | 3 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Foreign Value Ins | 2.26B | 5.48 | 0.27 | 3.84 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 620.92M | 6.95 | 1.66 | 5.37 | ||
Pear Tree Polaris Foreign Value Ord | 319.71M | 5.32 | -0.11 | 3.48 | ||
Pear Tree Quality Ordinary | 188.68M | 3.05 | 13.17 | 13.52 | ||
Pear Tree Polaris Fgn Val Sm Cap Or | 120.28M | -1.85 | 4.13 | 5.07 |
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 | 6.14 | 449.78 | +0.92% | |
Lam Research | US5128071082 | 3.88 | 1,050.35 | -1.03% | |
UnitedHealth | US91324P1021 | 3.88 | 482.89 | -0.34% | |
Apple | US0378331005 | 3.70 | 207.49 | -1.04% | |
Alphabet A | US02079K3059 | 3.49 | 179.63 | +1.89% |
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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