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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1064 | 1292 | 1114 | 1491 | 1925 |
Fund Return | 10.36% | 6.41% | 29.2% | 3.65% | 8.31% | 6.77% |
Place in category | 36 | 128 | 63 | 1190 | 1117 | 871 |
% in Category | 3 | 8 | 5 | 91 | 95 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridgeway Omni Small-Cap Value N | 1.2B | -0.47 | 5.88 | 7.91 | ||
Bridgeway Ultra-Small Company Marke | 172.67M | -2.03 | -4.01 | 4.97 | ||
Bridgeway Ultra-Small Company | 79.54M | -1.33 | 1.83 | 5.20 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.86 | 432.68 | +1.12% | |
Amazon.com | US0231351067 | 3.26 | 187.23 | +0.09% | |
Apple | US0378331005 | 3.16 | 207.12 | +7.25% | |
NVIDIA | US67066G1040 | 3.09 | 120.91 | -0.71% | |
Molina Healthcare | US60855R1005 | 2.39 | 312.28 | +1.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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