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If you’re not one to invest through individual stocks, a fund is the way to go. And if you invest in one totally overlooked type of fund, you can get the best of all worlds:...
If you’re like most investors, you’re tired of having the following two pieces of “wisdom” pounded into your head by the financial media:Any high yield...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1040 | 1224 | 1198 | 1789 | 3039 |
Fund Return | 5.15% | 3.98% | 22.36% | 6.2% | 12.34% | 11.76% |
Place in category | 965 | 838 | 631 | 861 | 531 | 287 |
% in Category | 61 | 55 | 44 | 64 | 48 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 | ||
Vanguard 500 Index Institutional Se | 168.5B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 | ||
Vanguard 500 Index Institutional Se | 168.5B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.13 | - | - | |
Apple Inc | - | 4.94 | - | - | |
NVIDIA Corp | - | 4.21 | - | - | |
Amazon.com Inc | - | 3.31 | - | - | |
Meta Platforms Inc Class A | - | 2.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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