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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1044 | 1151 | 1036 | 1443 | 1481 |
Fund Return | 5.33% | 4.4% | 15.06% | 1.2% | 7.6% | 4.01% |
Place in category | 308 | 335 | 306 | 288 | 192 | 78 |
% in Category | 77 | 90 | 85 | 86 | 58 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
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 Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 41.07B | 7.34 | 4.39 | 4.03 | ||
Fidelity Series International VVV | 15.73B | 11.14 | 8.12 | 5.14 | ||
DFA International Value I | 8.99B | 10.56 | 7.68 | 4.80 | ||
Causeway International Value Instl | 8.63B | 7.00 | 7.00 | 4.96 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.98 | 922.00 | +0.33% | |
Ryanair Holdings PLC ADR | - | 1.83 | - | - | |
Tencent Holdings Ltd | - | 1.77 | - | - | |
Airbus Group | NL0000235190 | 1.45 | 143.82 | -1.36% | |
Roche Holding Participation | CH0012032048 | 1.32 | 247.60 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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