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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1164 | 1063 | 1167 | 1440 | 1405 | 1799 |
| Fund Return | 16.39% | 6.25% | 16.72% | 12.92% | 7.03% | 6.05% |
| Place in category | 76 | 100 | 57 | 221 | 336 | 218 |
| % in Category | 20 | 31 | 16 | 56 | 87 | 69 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| BlackRock S&P 500 Index K | 19.51B | 17.48 | 22.62 | 14.60 | ||
| BlackRock International Index Instl | 13.07B | 27.34 | 20.33 | 7.65 | ||
| BlackRock International Index Inv A | 13.07B | 27.10 | 20.03 | 7.37 | ||
| BlackRock International Index K | 7.28B | 27.37 | 20.40 | 7.70 | ||
| BlackRock Equity Dividend Instl | 10.64B | 16.37 | 13.72 | 10.69 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer | 82.51B | 14.10 | 12.31 | 8.16 | ||
| American Funds Income Fund of A R6 | 26.04B | 14.35 | 12.65 | 8.48 | ||
| Vanguard STAR Inv | 23.76B | 14.24 | 14.62 | 8.64 | ||
| Vanguard LifeStrategy Moderate Gr I | 23.41B | 15.28 | 14.78 | 7.83 | ||
| American Funds Global Balanced R6 | 17.44B | 15.93 | 14.25 | 6.88 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 3.07 | 185.55 | +1.72% | |
| Microsoft | US5949181045 | 2.92 | 491.02 | +1.63% | |
| Amazon.com | US0231351067 | 2.28 | 226.89 | -1.15% | |
| Apple | US0378331005 | 2.11 | 277.89 | -0.32% | |
| Alphabet C | US02079K1079 | 1.93 | 314.45 | -2.37% |
| 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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