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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1036 | 1254 | 1241 | 2009 | 2697 |
Fund Return | 8.55% | 3.64% | 25.37% | 7.46% | 14.97% | 10.43% |
Place in category | 479 | 685 | 319 | 304 | 47 | 59 |
% in Category | 37 | 55 | 29 | 30 | 6 | 11 |
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 Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 | ||
American Funds American Mutual R6 | 29.98B | 6.51 | 7.27 | 9.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.80 | - | - | |
Amazon.com Inc | - | 2.59 | - | - | |
Alphabet Inc Class A | - | 2.48 | - | - | |
Apple Inc | - | 2.01 | - | - | |
Wells Fargo & Co | - | 1.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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