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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1053 | 1189 | 1103 | 1489 | 1575 |
Fund Return | 7.83% | 5.27% | 18.89% | 3.34% | 8.29% | 4.65% |
Place in category | 263 | 349 | 209 | 103 | 198 | 157 |
% in Category | 31 | 41 | 30 | 16 | 31 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.39B | 11.27 | 9.53 | 12.66 | ||
BlackRock Equity Dividend Instl | 10.16B | 8.20 | 5.78 | 9.54 | ||
BlackRock International Index Inv A | 10.01B | 7.69 | 3.07 | 4.38 | ||
BlackRock International Index K | 10.01B | 7.82 | 3.38 | 4.70 | ||
BlackRock Global Allocation Inv A | 8.7B | 4.87 | -0.41 | 4.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 51.18B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.06 | 985.8 | -0.52% | |
Nestle | CH0038863350 | 1.89 | 94.88 | -0.42% | |
ASML Holding | NL0010273215 | 1.86 | 966.80 | +1.45% | |
Louis Vuitton | FR0000121014 | 1.37 | 708.40 | -0.42% | |
Shell | GB00BP6MXD84 | 1.33 | 32.26 | +0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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