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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1032 | 1159 | 1005 | 1453 | 2258 |
Fund Return | 0.49% | 3.21% | 15.88% | 0.17% | 7.76% | 8.49% |
Place in category | 191 | 145 | 193 | 265 | 199 | 56 |
% in Category | 30 | 20 | 30 | 50 | 41 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.54B | -1.07 | 2.70 | 8.19 | ||
Strategic Advisers Small-Mid Cap | 10.02B | 1.19 | -0.15 | 8.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Targa Resources | US87612G1013 | 0.47 | 116.73 | +0.17% | |
Axon Enterprise | US05464C1018 | 0.41 | 276.22 | -0.83% | |
Builders FirstSource | US12008R1077 | 0.41 | 146.52 | -3.68% | |
Deckers Outdoor | US2435371073 | 0.39 | 1,066.83 | -1.82% | |
PTC | US69370C1009 | 0.37 | 171.47 | -1.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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