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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1036 | 1182 | 1013 | 1563 | 2662 |
Fund Return | 2.05% | 3.56% | 18.24% | 0.43% | 9.34% | 10.29% |
Place in category | 313 | 223 | 231 | 115 | 167 | 146 |
% in Category | 53 | 41 | 44 | 30 | 35 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.82B | 2.15 | 0.66 | - | ||
T. Rowe Price Mid-Cap Growth | 12.61B | 2.11 | 0.53 | 10.72 | ||
Principal MidCap Institutional | 12.19B | 3.94 | 4.54 | 12.12 | ||
T. Rowe Price New Horizons I | 11.33B | -3.06 | -8.15 | - | ||
T. Rowe Price New Horizons | 9.61B | -3.11 | -8.27 | 11.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amphenol | US0320951017 | 1.95 | 131.93 | +0.17% | |
Transdigm | US8936411003 | 1.84 | 1,292.65 | +0.49% | |
Constellation Energy | US21037T1097 | 1.68 | 213.11 | -1.49% | |
Cintas | US1729081059 | 1.67 | 692.14 | +0.11% | |
Motorola | US6200763075 | 1.66 | 367.72 | +0.36% |
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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