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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1160 | 1239 | 1449 | 2091 | 3554 |
Fund Return | 3.05% | 15.99% | 23.88% | 13.17% | 15.89% | 13.52% |
Place in category | 67 | 668 | 84 | 45 | 23 | 7 |
% in Category | 5 | 48 | 7 | 4 | 3 | 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 | 619.38M | 6.95 | 1.66 | 5.37 | ||
Pear Tree Polaris Foreign Value Ord | 319.3M | 5.32 | -0.11 | 3.48 | ||
Pear Tree Quality Fund Institutiona | 141.73M | 3.10 | 13.60 | 13.90 | ||
Pear Tree Polaris Fgn Val Sm Cap Or | 119.83M | -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 | 450.95 | +0.73% | |
Lam Research | US5128071082 | 3.88 | 1,052.90 | +2.78% | |
UnitedHealth | US91324P1021 | 3.88 | 484.50 | -1.12% | |
Apple | US0378331005 | 3.70 | 209.07 | +0.45% | |
Alphabet A | US02079K3059 | 3.49 | 184.03 | +2.67% |
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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