Values as of: 2024-12-24
ETF | Large Growth |
Last Closing
USD 28.94Change
+0.37 (+1.30)%Market Cap
USD 37.86BVolume
3.69MAnalyst 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 .. |
+4.67 (+1.25%) |
USD 17.70B |
| IWY | iShares Russell Top 200 Growth.. |
+3.31 (+1.38%) |
USD 14.23B |
| SPGP | Invesco S&P 500 GARP ETF |
+1.01 (+0.96%) |
USD 4.74B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.44 (+0.74%) |
USD 1.29B |
| QGRO | American Century U.S. Quality .. |
+0.98 (+0.97%) |
USD 1.14B |
| FQAL | Fidelity® Quality Factor ETF |
+0.40 (+0.60%) |
USD 1.07B |
| SFY | SoFi Select 500 |
+1.17 (+1.05%) |
USD 0.97B |
| FDMO | Fidelity® Momentum Factor ETF |
+0.79 (+1.11%) |
USD 0.38B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.43 (+1.09%) |
USD 0.33B |
| GVIP | Goldman Sachs Hedge Industry V.. |
+1.10 (+0.88%) |
USD 0.32B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| DUKQ | Northern Lights Fund Trus.. | 20.00 % | 0.00 % |
+0.23 (+0.85%) |
USD 3.35M |
| QVOY | Ultimus Managers Trust - .. | 13.56 % | 0.00 % |
+0.35 (+0.85%) |
N/A |
| XCOR | FundX ETF | 9.90 % | 0.00 % |
+0.84 (+0.85%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.40 % | 0.00 % |
+0.81 (+0.85%) |
N/A |
| XRLX | FundX Investment Trust | 7.39 % | 0.00 % |
+0.34 (+0.85%) |
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 | 39.54% | 79% | B- | 90% | A- | ||
| Dividend Return | 0.38% | 39% | F | 4% | F | ||
| Total Return | 39.92% | 79% | B- | 90% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 39.13% | 76% | C+ | 90% | A- | ||
| Dividend Return | 0.41% | 33% | F | 4% | F | ||
| Total Return | 39.54% | 72% | C | 90% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 147.80% | 96% | N/A | 92% | A | ||
| Dividend Return | 3.61% | 24% | F | 9% | A- | ||
| Total Return | 151.41% | 96% | N/A | 91% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 8.98% | 19% | F | 62% | D | ||
| Dividend Return | 9.46% | 23% | F | 57% | F | ||
| Total Return | 0.49% | 38% | F | 13% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 42.05% | 15% | F | 24% | F | ||
| Risk Adjusted Return | 22.51% | 8% | B- | 38% | F | ||
| Market Capitalization | 37.86B | 100% | F | 94% | 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.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
