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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1039 | 1276 | 1257 | 1981 | 2857 |
Fund Return | 10.81% | 3.89% | 27.56% | 7.93% | 14.65% | 11.07% |
Place in category | 717 | 490 | 705 | 711 | 610 | 510 |
% in Category | 44 | 29 | 50 | 53 | 54 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mairs & Power Balanced Inv | 766.54M | 4.14 | 2.45 | 6.83 | ||
Mairs & Power Small Cap | 310.89M | 2.23 | 1.04 | 7.67 |
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 Corp | - | 10.11 | - | - | |
NVIDIA Corp | - | 6.04 | - | - | |
Amazon.com Inc | - | 5.71 | - | - | |
UnitedHealth Group Inc | - | 4.75 | - | - | |
JPMorgan Chase & Co | - | 4.62 | - | - |
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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