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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1054 | 958 | 1027 | 1641 | 1372 | 2452 |
| Fund Return | 5.39% | -4.21% | 2.73% | 17.95% | 6.52% | 9.38% |
| Place in category | 1276 | 1353 | 1228 | 744 | 1116 | 856 |
| % in Category | 98 | 100 | 93 | 59 | 99 | 98 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vulcan Value Partners Small Cap | 26.9M | 5.08 | 6.12 | 3.58 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 863.91B | 17.18 | 19.83 | 14.03 | ||
| Fidelity 500 Index Institutional Pr | 736.94B | 17.79 | 20.56 | 14.62 | ||
| Vanguard 500 Index Admiral | 635B | 17.76 | 20.52 | 14.59 | ||
| Vanguard Total Stock Market Admiral | 452.19B | 17.16 | 19.80 | 14.01 | ||
| Vanguard Institutional Idx Instl Pl | 209.44B | 17.79 | 20.55 | 14.61 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 6.18 | 486.85 | +0.40% | |
| UnitedHealth | US91324P1021 | 5.72 | 324.80 | -0.11% | |
| Elevance Health | US0367521038 | 4.91 | 343.22 | -0.30% | |
| IQVIA Holdings | US46266C1053 | 4.69 | 225.15 | +0.35% | |
| Sodexo | FR0000121220 | 4.60 | 43.58 | -0.50% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Sell | Buy |
| Technical Indicators | Sell | Strong Sell | BUY |
| Summary | Sell | Strong Sell | Buy |
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