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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1039 | 1234 | 1154 | 1739 | 2269 |
Fund Return | 8.62% | 3.92% | 23.41% | 4.88% | 11.7% | 8.54% |
Place in category | 165 | 169 | 119 | 135 | 96 | 56 |
% in Category | 41 | 46 | 35 | 44 | 32 | 36 |
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% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.2B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.78B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth R6 | 292.64M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.16B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 189.18M | 7.83 | 3.51 | 3.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.67 | 442.57 | +0.22% | |
Apple | US0378331005 | 3.15 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 2.60 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 2.00 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 1.25 | 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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