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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1160 | 1239 | 1449 | 2091 | 3554 |
Fund Return | 3.05% | 15.99% | 23.88% | 13.17% | 15.89% | 13.52% |
Place in category | 67 | 668 | 84 | 45 | 23 | 7 |
% in Category | 5 | 48 | 7 | 4 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Polaris Foreign Value Ins | 2.25B | 3.39 | 1.19 | 3.74 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 638.81M | 1.79 | 2.03 | 5.06 | ||
Pear Tree Polaris Foreign Value Ord | 319.69M | 3.29 | 0.81 | 3.39 | ||
Pear Tree Quality Fund Institutiona | 136.3M | 3.10 | 13.60 | 13.90 | ||
Pear Tree Polaris Fgn Val Sm Cap Or | 123.36M | -1.85 | 4.13 | 5.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.14 | 409.34 | -1.02% | |
Lam Research | US5128071082 | 3.88 | 914.91 | -1.04% | |
UnitedHealth | US91324P1021 | 3.88 | 501.15 | +1.37% | |
Apple | US0378331005 | 3.70 | 182.40 | +0.38% | |
Alphabet A | US02079K3059 | 3.49 | 171.25 | +1.87% |
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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