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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1039 | 1280 | 1311 | 2073 | 3271 |
Fund Return | 11.24% | 3.88% | 28.04% | 9.45% | 15.69% | 12.58% |
Place in category | 534 | 499 | 559 | 298 | 260 | 102 |
% in Category | 32 | 30 | 39 | 23 | 23 | 14 |
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 Instl | 10.01B | 7.83 | 3.34 | 4.65 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.76 | 442.57 | +0.22% | |
Apple | US0378331005 | 5.78 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 4.99 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 3.74 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 2.24 | 176.79 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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