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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1101 | 1258 | 1122 | 1624 | 2602 |
Fund Return | 9.29% | 10.11% | 25.78% | 3.91% | 10.18% | 10.03% |
Place in category | 411 | 85 | 255 | 301 | 248 | 45 |
% in Category | 71 | 17 | 48 | 58 | 52 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 12.37 | 4.36 | 9.64 | ||
Fidelity Small Cap Index Instl Pre | 27.45B | 11.21 | 1.97 | 8.93 | ||
Vanguard Small Cap Index I | 23.18B | 12.37 | 4.37 | 9.65 | ||
DFA US Small Cap I | 16.84B | 10.92 | 6.62 | 9.64 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 12.38 | 4.38 | 9.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fabrinet | KYG3323L1005 | 0.67 | 243.02 | -8.94% | |
The Ensign | US29358P1012 | 0.65 | 148.43 | -0.41% | |
Mueller Industries | US6247561029 | 0.63 | 72.23 | -2.39% | |
ATI Inc | US01741R1023 | 0.61 | 63.12 | -0.33% | |
Comerica | US2003401070 | 0.58 | 64.94 | +3.67% |
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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