Values as of: 2024-10-03
ETF | Large Growth |
Last Closing
USD 102.92Change
+0.08 (+0.08)%Market Cap
USD 32.57BVolume
0.84MAnalyst Target
N/AVerdict
Verdict
To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth based on a number of factors.
Company Website : http://www.schwabfunds.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VOOG | Vanguard S&P 500 Growth Index .. |
+0.25 (+0.07%) |
USD 12.94B |
| IWY | iShares Russell Top 200 Growth.. |
+0.04 (+0.02%) |
USD 11.69B |
| SPGP | Invesco S&P 500 GARP ETF |
+0.43 (+0.41%) |
USD 4.24B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.02 (-0.04%) |
USD 1.14B |
| FQAL | Fidelity® Quality Factor ETF |
-0.05 (-0.08%) |
USD 1.05B |
| QGRO | American Century U.S. Quality .. |
+0.10 (+0.11%) |
USD 0.92B |
| SFY | SoFi Select 500 |
+0.15 (+0.15%) |
USD 0.89B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.02 (+0.05%) |
USD 0.34B |
| FDMO | Fidelity® Momentum Factor ETF |
-0.09 (-0.14%) |
USD 0.30B |
| GVIP | Goldman Sachs Hedge Industry V.. |
-0.42 (-0.35%) |
USD 0.30B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| QVOY | 13.56 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 9.90 % | 0.00 % |
-0.04 (-0.20%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.40 % | 0.00 % |
+0.02 (+-0.20%) |
N/A |
| XRLX | FundX Investment Trust | 6.99 % | 0.00 % |
-0.09 (-0.20%) |
USD 0.06B |
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 24.06% | 67% | D+ | 85% | B | ||
| Dividend Return | 0.38% | 39% | F | 5% | F | ||
| Total Return | 24.44% | 67% | D+ | 83% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 40.83% | 84% | B | 84% | B | ||
| Dividend Return | 0.60% | 32% | F | 6% | D- | ||
| Total Return | 41.44% | 80% | B- | 83% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 22.61% | 4% | F | 57% | F | ||
| Dividend Return | 2.62% | 36% | F | 8% | B- | ||
| Total Return | 25.24% | 4% | F | 47% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.56% | N/A | N/A | 67% | D+ | ||
| Dividend Return | 10.06% | N/A | N/A | 62% | D | ||
| Total Return | 0.50% | N/A | N/A | 12% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 41.47% | N/A | N/A | 23% | F | ||
| Risk Adjusted Return | 24.26% | N/A | N/A | 42% | F | ||
| Market Capitalization | 32.57B | 100% | F | 93% | A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
