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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1039 | 1090 | 1237 | 1492 | 1865 | 2858 |
| Fund Return | 3.9% | 9% | 23.75% | 14.26% | 13.28% | 11.07% |
| Place in category | 503 | 178 | 33 | 351 | 390 | 559 |
| % in Category | 46 | 18 | 3 | 35 | 39 | 70 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| BlackRock S&P 500 Index K | 20.32B | -4.36 | 18.25 | 14.12 | ||
| BlackRock International Index Instl | 13.61B | 1.09 | 14.53 | 8.74 | ||
| BlackRock International Index Inv A | 13.61B | 0.99 | 14.24 | 8.47 | ||
| BlackRock International Index K | 13.61B | 1.08 | 14.60 | 8.80 | ||
| BlackRock Equity Dividend Instl | 10.88B | -1.25 | 13.66 | 11.05 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 90.41B | -3.17 | 16.11 | 12.59 | ||
| Dodge & Cox Stock | 65.86B | -1.67 | 13.99 | 12.72 | ||
| Vanguard Equity-Income Adm | 57.53B | 1.51 | 14.68 | 11.51 | ||
| Vanguard Windsor II Admiral | 50.56B | -1.08 | 15.79 | 12.55 | ||
| American Funds Washington Mutual R6 | 43.92B | -3.09 | 16.47 | 12.92 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Wells Fargo & Co | - | 3.99 | - | - | |
| Amazon.com Inc | - | 3.47 | - | - | |
| Citigroup Inc | - | 3.45 | - | - | |
| First Citizens BancShares Inc Class A | - | 3.21 | - | - | |
| Intercontinental Exchange Inc | - | 3.19 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Neutral |
| Technical Indicators | Strong Buy | Strong Buy | BUY |
| Summary | Strong Buy | Strong Buy | Neutral |
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