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Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1014 | 1234 | 1246 | 1987 | 3112 |
Fund Return | 7.74% | 1.41% | 23.37% | 7.6% | 14.72% | 12.02% |
Place in category | 1168 | 1277 | 1077 | 816 | 588 | 287 |
% in Category | 77 | 85 | 74 | 61 | 52 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Investor | 13.79B | 7.69 | 7.38 | 11.79 | ||
Parnassus Endeavor Investor | 3.22B | 5.62 | 3.04 | 12.84 | ||
Parnassus Mid Cap Institutional | 1.71B | 1.47 | -0.81 | - | ||
Parnassus Endeavor Institutional | 1.7B | 5.73 | 3.27 | - | ||
Parnassus Mid-Cap | 1.32B | 1.37 | -1.02 | 7.43 |
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 | 6.49 | 442.57 | +0.22% | |
Alphabet A | US02079K3059 | 5.91 | 176.79 | +0.93% | |
NVIDIA | US67066G1040 | 4.92 | 131.88 | +1.75% | |
Salesforce Inc | US79466L3024 | 4.32 | 231.94 | +1.27% | |
Apple | US0378331005 | 3.89 | 212.49 | -0.82% |
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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