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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 977 | 1017 | 1132 | 909 | 1330 | 2016 |
Fund Return | -2.26% | 1.72% | 13.24% | -3.14% | 5.86% | 7.26% |
Place in category | 441 | 354 | 327 | 513 | 408 | 222 |
% in Category | 68 | 54 | 56 | 90 | 78 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.92B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.7B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.31B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.31B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.31B | 2.50 | 2.89 | 4.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.77B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 1.90 | - | - | |
MicroStrategy Inc Class A | - | 0.94 | - | - | |
iShares Russell 2000 ETF | - | 0.60 | - | - | |
Comfort Systems USA Inc | - | 0.42 | - | - | |
e.l.f. Beauty Inc | - | 0.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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