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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1235 | 1258 | 1107 | 1581 | 2269 |
Fund Return | 0.93% | 23.54% | 25.83% | 3.44% | 9.59% | 8.54% |
Place in category | 1207 | 8 | 26 | 1287 | 1108 | 841 |
% in Category | 75 | 1 | 3 | 99 | 93 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vulcan Value Partners Small Cap | 50.03M | -3.38 | -3.63 | 3.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 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 % | |
---|---|---|---|---|---|
Transdigm | US8936411003 | 5.12 | 1,334.65 | -2.03% | |
Amazon.com | US0231351067 | 5.11 | 185.00 | +2.05% | |
Carlyle Group | US14316J1088 | 4.99 | 41.33 | -3.57% | |
Jones Lang LaSalle | US48020Q1076 | 4.99 | 199.03 | -0.49% | |
KKR & Co | US48251W1045 | 4.92 | 99.49 | -3.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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