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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1051 | 1160 | 1092 | 1570 | 2266 |
Fund Return | 5.06% | 5.06% | 16.01% | 2.97% | 9.44% | 8.52% |
Place in category | 392 | 392 | 430 | 295 | 259 | 93 |
% in Category | 60 | 60 | 72 | 54 | 51 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.44B | 10.55 | 11.44 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.4B | 10.35 | 11.75 | - | ||
State Street Equity 500 Index II | 2.02B | 10.55 | 11.42 | - | ||
State Street Global Eq ex-US Index | 1.51B | 4.21 | 1.72 | - | ||
SSgA S&P 500 Index N | 1.41B | 10.51 | 11.33 | 12.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.14B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Enerpac Tool Group Corp Class A | - | 1.78 | - | - | |
E-Mini Russ 2000 Jun24 Xcme 20240621 | - | 1.71 | - | - | |
MGP Ingredients Inc | - | 1.64 | - | - | |
Dycom Industries Inc | - | 1.37 | - | - | |
Darling Ingredients Inc | - | 1.30 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Sell | Sell | BUY |
Summary | Sell | Sell | Neutral |
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