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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1062 | 1209 | 1222 | 1674 | 2536 |
Fund Return | 6.87% | 6.21% | 20.95% | 6.92% | 10.85% | 9.75% |
Place in category | 360 | 158 | 844 | 650 | 894 | 742 |
% in Category | 22 | 10 | 57 | 48 | 73 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Tocqueville International Value | 62.71M | 5.94 | 0.59 | 3.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 4.74 | - | - | |
Microsoft Corp | - | 3.53 | - | - | |
Alphabet Inc Class A | - | 3.17 | - | - | |
Applied Materials Inc | - | 3.03 | - | - | |
Merck & Co Inc | - | 2.77 | - | - |
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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