HIS Forecasts Total Market (S:0P0001U0M6)
22.36
-0.23
(-1.01%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Invesco S&P Intl Developed Momentum ETF | 11.32% | 56.38 | 2.81% |
| Vanguard 500 Index Fund ETF | 10.88% | 602.30 | 0.79% |
| Vanguard Growth Index Fund ETF | 8.86% | 441.56 | 1.09% |
| Applovin Corp. | 7.34% | 387.84 | -2.55% |
| Vanguard Value Index Fund ETF | 5.39% | 196.67 | 0.24% |
| Vanguard Short-Term Corporate Bond Idx Fd ETF | 5.15% | 79.04 | -0.29% |
| Alphabet, Inc. | 5.05% | 297.39 | 3.42% |
| Fidelity Enhanced Small Cap ETF | 4.80% | 38.29 | 0.76% |
| Broadcom Inc. | 4.19% | 313.49 | 1.29% |
| iShares Intl Small Cap Equity Factor ETF | 3.68% | 42.56 | 1.84% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |