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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1040 | 1224 | 1198 | 1786 | 3023 |
Fund Return | 5.2% | 4.04% | 22.42% | 6.21% | 12.3% | 11.7% |
Place in category | 938 | 787 | 608 | 860 | 541 | 304 |
% in Category | 59 | 52 | 42 | 64 | 48 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.62B | 6.02 | 8.03 | 12.35 | ||
Schwab 1000 Index | 16.24B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.76B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.67B | 4.33 | 8.35 | 10.98 | ||
Schwab Small Cap Index | 5.99B | -2.21 | -3.13 | 7.28 |
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 % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.10 | - | - | |
Apple Inc | - | 4.86 | - | - | |
NVIDIA Corp | - | 4.36 | - | - | |
Amazon.com Inc | - | 3.22 | - | - | |
Meta Platforms Inc Class A | - | 2.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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