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Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1280 | 1340 | 2015 | 3347 |
Fund Return | 10.03% | 10.03% | 28.03% | 10.24% | 15.04% | 12.84% |
Place in category | 927 | 927 | 842 | 681 | 222 | 91 |
% in Category | 59 | 59 | 56 | 51 | 20 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Investor | 13.38B | 9.99 | 10.02 | 12.61 | ||
Parnassus Endeavor Investor | 3.28B | 10.17 | 6.60 | 13.67 | ||
Parnassus Mid Cap Institutional | 2.03B | 8.42 | 2.83 | - | ||
Parnassus Endeavor Institutional | 1.71B | 10.23 | 6.83 | - | ||
Parnassus Mid-Cap | 1.39B | 8.35 | 2.61 | 8.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.66 | - | - | |
Alphabet Inc Class A | - | 5.21 | - | - | |
NVIDIA Corp | - | 4.90 | - | - | |
Salesforce Inc | - | 4.60 | - | - | |
Bank of America | US0605051046 | 3.87 | 37.55 | -0.74% |
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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