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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1107 | 1023 | 1290 | 1998 | 2303 |
Fund Return | 1.22% | 10.66% | 2.31% | 8.86% | 14.84% | 8.7% |
Place in category | 66 | 236 | 53 | 80 | 129 | 58 |
% in Category | 17 | 50 | 14 | 20 | 34 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.22B | 1.22 | 8.84 | 8.69 | ||
DFA US Small Cap Value I | 16.08B | -2.15 | 8.63 | 8.51 | ||
DFA US Targeted Value I | 13.31B | -1.10 | 8.79 | 8.90 | ||
Invesco SmallCapValue Y | 4.25B | 2.28 | 18.28 | 12.34 | ||
Undiscovered Managers Behavioral V6 | 3.5B | -1.12 | 7.59 | 9.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NRG | US6293775085 | 0.87 | 148.62 | -3.36% | |
EMCOR | US29084Q1004 | 0.66 | 605.62 | -0.68% | |
Atmos Energy | US0495601058 | 0.64 | 165.37 | -0.46% | |
Smurfit Westrock | IE00028FXN24 | 0.62 | 3,125.0 | -4.55% | |
Jabil Circuit | US4663131039 | 0.62 | 215.33 | -0.95% |
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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