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Exploring the Enduring Strength of Chinese Equities in a Shifting Economic Landscape
Shauvik Haldar
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Overall, major U.S. stock indices were up slightly for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
5/10/24
Vanguard Index Funds - Vanguard Extended Market Index Fd USD Cls INST
VEMPX | Fund | Other
$320.59
+0.85%
$100.44 B
1.10%
$3.52
26.65%
0.02%
9.14%
9.14%
0.04%
Vanguard Extended Market Index Fund
VXF | ETF |
$170.59
-0.37%
$100.44 B
1.09%
$1.84
27.35%
0.97%
9.02%
8.88%
0.06%
iShares Russell 1000 Growth ETF
IWF | ETF |
$336.67
+0.13%
$89.17 B
0.53%
$1.78
36.44%
12.04%
17.73%
15.63%
0.19%
Fidelity Extended Market Index Fund
FSMAX | Fund | Other
$81.30
-0.33%
$38.36 B
2.04%
$1.66
27.02%
-0.08%
9.03%
9.09%
0.03%
Vanguard Mid-Cap Growth Index Fund
VOT | ETF |
$230.36
+0.07%
$24.16 B
0.71%
$1.63
22.63%
3.67%
10.36%
10.44%
0.07%
iShares Core S&P U.S. Growth ETF
IUSG | ETF |
$117.44
+0.03%
$16.94 B
0.57%
$0.67
31.90%
9.55%
15.12%
14.03%
0.04%
iShares Russell Mid-Cap Growth ETF
IWP | ETF |
$110.32
+0.29%
$15.53 B
0.43%
$0.47
24.61%
3.93%
10.28%
10.80%
0.23%
BlackRock Funds IV - BlackRock Mid Cap Grwth Eqty Port Fd USD Cls K
BMGKX | Fund | Other
$40.46
-0.20%
$13.79 B
0.00%
-
24.99%
-1.54%
8.54%
-
0.70%
iShares S&P Mid-Cap 400 Growth ETF
IJK | ETF |
$89.93
-0.16%
$9.44 B
0.64%
$0.58
29.65%
6.30%
11.12%
10.19%
0.17%
Bridge Builder Small/Mid Cap Growth Fund
BBGSX | Fund | Other
$15.29
+0.72%
$8.30 B
0.29%
$0.04
23.69%
0.75%
8.94%
-
0.66%
PRIMECAP Odyssey Aggressive Growth Fund
POAGX | Fund | Other
$44.19
-0.61%
$7.08 B
0.02%
$0.01
18.61%
1.11%
8.01%
11.35%
0.66%
Fidelity Series International Small Cap Fund
FSTSX | Fund | Other
$17.43
-0.11%
$3.96 B
2.12%
$0.37
10.41%
0.12%
7.68%
6.81%
0.01%
Vanguard Mid-Cap Growth Fund
VMGRX | Fund | Investor
$24.54
+0.70%
$3.14 B
0.37%
$0.09
21.66%
-0.43%
7.45%
9.01%
0.37%
SPDR® S & P 400 Mid Cap Growth ETF
MDYG | ETF |
$85.93
-0.17%
$2.49 B
0.63%
$0.53
29.83%
5.24%
11.12%
10.44%
0.15%
SPDR S&P Kensho New Economies Composite ETF
KOMP | ETF |
$46.36
-0.75%
$2.00 B
0.73%
$0.34
15.01%
-8.09%
8.83%
-
0.20%
iShares MSCI Intl Momentum Factor ETF
IMTM | ETF |
$38.64
-0.16%
$1.83 B
1.83%
$0.71
19.38%
4.44%
9.15%
-
0.30%
Invesco S&P MidCap Momentum ETF
XMMO | ETF |
$115.55
+0.19%
$1.60 B
0.37%
$0.42
57.48%
12.93%
15.87%
15.32%
0.34%
Vanguard International Explorer Fund
VINEX | Fund | Investor
$17.36
+0.52%
$1.42 B
2.44%
$0.42
6.42%
-4.86%
3.44%
3.39%
0.52%
SIIT Extended Market Index Fund
SMXAX | Fund | A
$17.72
+0.85%
$1.34 B
1.46%
$0.26
27.36%
0.56%
9.56%
9.18%
0.20%
Vanguard S&P Mid-Cap 400 Growth Index Fund
IVOG | ETF |
$111.69
-0.06%
$1.11 B
1.02%
$1.13
29.80%
6.33%
11.18%
10.22%
0.15%
Mid Cap Strategic Growth Fund
VMSGX | Fund | Other
$18.72
+0.70%
$1.10 B
0.01%
$0.00
25.07%
4.24%
11.03%
5.77%
0.77%
T. Rowe Price Extended Equity Market Index Fund
PEXMX | Fund | Other
$31.39
-0.35%
$997.56 M
1.01%
$0.32
27.06%
0.16%
8.93%
8.95%
0.24%
Fidelity Mid Cap Growth Index Fund
FMDGX | Fund | Other
$28.68
+0.35%
$831.61 M
0.65%
$0.19
24.71%
3.18%
-
-
0.05%
Victory Extended Market Index Fund (Formerly USAA Extended Market Index Fund)
USMIX | Fund | Other
$21.52
+1.08%
$766.13 M
1.14%
$0.24
25.54%
1.26%
10.08%
9.35%
0.37%
Small-Mid Cap Equity Fund
TSGUX | Fund | Other
$17.36
+0.93%
$520.56 M
0.90%
$0.16
17.44%
0.77%
8.30%
8.25%
0.94%
International Opportunities Fund
VIOPX | Fund | Other
$14.89
+0.74%
$453.89 M
0.95%
$0.14
11.50%
-3.09%
2.37%
3.59%
1.03%
Vanguard U.S. Momentum Factor ETF
VFMO | Active ETF
$148.72
-0.44%
$450.64 M
0.42%
$0.63
34.76%
8.61%
14.38%
-
0.13%
Nuveen ESG Mid-Cap Growth ETF
NUMG | ETF |
$43.03
+0.21%
$431.13 M
0.18%
$0.08
19.15%
-0.83%
9.59%
-
0.31%
Putnam Investment Funds - Putnam Sustainable Future Fund USD Cls R6
PNOTX | Fund | Other
$22.07
+0.64%
$391.45 M
0.00%
-
35.32%
-0.40%
10.81%
-
0.66%
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