| Ticker↕ | Name↕ | 1Y Fund Return (%)↕ | Intangible Value↕ | Traditional Value↕ | Small-Cap↕ | Quality↕ | Momentum↕ | AUM ($M)▼ | |
|---|---|---|---|---|---|---|---|---|---|
| Median | 7.1 | 49.5 | 48.8 | 51.1 | 48.7 | 50.1 | 249 | ||
| VTI | Vanguard Total Stock Market Index Fund | 14.0 | 66.0 | 32.5 | 35.8 | 65.1 | 55.5 | 2,341,959 | |
| VOO | Vanguard 500 Index Fund | 14.4 | 73.8 | 29.4 | 19.2 | 73.5 | 57.5 | 1,738,356 | |
| IVV | iShares Core S&P 500 ETF | 14.4 | 73.7 | 29.2 | 19.0 | 73.7 | 57.6 | 881,269 | |
| FXAIX | Fidelity 500 Index Fund | 14.4 | 76.7 | 29.3 | 18.4 | 76.7 | 47.4 | 857,586 | |
| SPY | SPDR S&P 500 ETF Trust | 14.3 | 73.7 | 29.3 | 19.1 | 73.6 | 57.6 | 809,216 | |
| VXUS | Vanguard Total International Stock Index Fund | 13.3 | 22.8 | 67.1 | 57.4 | 42.8 | 65.2 | 664,054 | |
| QQQ | Invesco QQQ Trust | 15.9 | 74.9 | 15.2 | 8.4 | 78.6 | 83.6 | 498,946 | |
| BND | Vanguard Total Bond Market Index Fund | -1.1 | - | - | - | - | - | 396,726 | |
| VUG | Vanguard Growth Index Fund | 7.8 | 69.0 | 6.2 | 10.3 | 89.9 | 70.2 | 390,351 | |
| VTBIX | Vanguard Total Bond Market II Index Fund | -1.2 | - | - | - | - | - | 390,186 | |
| VINIX | Vanguard Institutional Index Fund | 15.0 | 73.8 | 29.3 | 19.0 | 73.6 | 57.6 | 353,722 | |
| AGTHX | Growth Fund of America | 7.0 | 64.2 | 20.3 | 24.1 | 74.4 | 43.7 | 353,072 | |
| VEA | Vanguard Developed Markets Index Fund | 16.2 | 27.1 | 68.0 | 55.1 | 42.2 | 72.3 | 317,339 | |
| ABALX | American Balanced Fund | 10.4 | 56.4 | 36.9 | 18.1 | 67.5 | 65.8 | 284,750 | |
| FCTDX | Strategic Advisers Fidelity U.S. Total Stock Fund | 17.6 | 66.5 | 35.3 | 40.5 | 68.7 | 58.5 | 265,752 | |
| VTV | Vanguard Value Index Fund | 22.7 | 74.9 | 57.4 | 23.3 | 48.9 | 38.5 | 254,356 | |
| PIINX | PIMCO Income Fund | 0.3 | - | - | - | - | - | 231,790 | |
| VO | Vanguard Mid-Cap Index Fund | 11.7 | 54.4 | 50.1 | 48.0 | 35.4 | 32.1 | 222,347 | |
| AWSHX | Washington Mutual Investors Fund | 10.7 | 60.9 | 38.6 | 20.9 | 57.4 | 30.2 | 218,497 | |
| IEFA | iShares Core MSCI EAFE ETF | 11.9 | 30.2 | 71.0 | 56.0 | 40.2 | 46.2 | 190,215 | |
| AIVSX | Investment Co of America | 9.0 | 68.9 | 26.2 | 12.2 | 73.4 | 39.4 | 187,007 | |
| FCNTX | Fidelity Contrafund | 13.6 | 55.0 | 23.2 | 23.7 | 79.5 | 51.9 | 182,573 | |
| VB | Vanguard Small-Cap Index Fund | 13.2 | 43.0 | 57.5 | 75.1 | 22.2 | 33.3 | 181,480 | |
| ANCFX | American Funds Fundamental Investors | 14.4 | 53.3 | 33.6 | 26.8 | 65.9 | 63.5 | 179,393 | |
| VGT | Vanguard Information Technology Index Fund | 25.6 | 75.1 | 11.8 | 36.4 | 81.2 | 86.1 | 177,070 |
For informational purposes only. Not investment advice. Past performance is not indicative of future results. Full disclosures included in the live web application.