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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 982 | 1085 | 1076 | 1329 | 1610 | 1984 |
Fund Return | -1.8% | 8.47% | 7.63% | 9.96% | 9.99% | 7.09% |
Place in category | 279 | 157 | 221 | 271 | 399 | 228 |
% in Category | 46 | 25 | 36 | 50 | 77 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.61B | 6.20 | 19.66 | 13.61 | ||
BlackRock International Index Instl | 12.02B | 20.59 | 16.16 | 6.62 | ||
BlackRock International Index Inv A | 12.02B | 20.42 | 15.88 | 6.35 | ||
BlackRock International Index K | 12.02B | 20.56 | 16.22 | 6.68 | ||
BlackRock Equity Dividend Instl | 10.32B | 10.39 | 12.77 | 10.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 52.96B | -0.62 | 12.16 | 8.57 | ||
Fidelity Small Cap Index Instl Pre | 25.56B | -1.73 | 10.17 | 7.26 | ||
Vanguard Small Cap Index I | 21.05B | -0.61 | 12.18 | 8.59 | ||
DFA US Small Cap I | 16.37B | -1.27 | 11.33 | 8.18 | ||
Vanguard Small Cap Index InstlPlus | 12.13B | -0.61 | 12.18 | 8.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sprouts Farmers | US85208M1027 | 0.70 | 166.80 | +1.31% | |
iShares Russell 2000 | US4642876555 | 0.67 | 220.14 | +0.60% | |
Insmed | US4576693075 | 0.49 | 104.78 | +1.86% | |
FTAI Aviation | KYG3730V1059 | 0.48 | 113.39 | -0.35% | |
Carpenter Technology | US1442851036 | 0.46 | 278.62 | +0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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