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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1010 | 1139 | 1148 | 1786 | 2724 |
Fund Return | 2.49% | 1.03% | 13.9% | 4.7% | 12.3% | 10.54% |
Place in category | 1310 | 1370 | 1220 | 1099 | 542 | 592 |
% in Category | 87 | 92 | 85 | 83 | 49 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 4.02B | 1.63 | 4.96 | 10.42 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.07B | 3.22 | 5.15 | 12.16 | ||
Touchstone Sands Cptl Emerg Mkts G | 918.58M | 0.86 | -13.31 | - | ||
Sentinel Common Stock I | 878.24M | 3.31 | 5.43 | 12.46 |
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 Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.08 | - | - | |
Apple Inc | - | 5.87 | - | - | |
Meta Platforms Inc Class A | - | 5.54 | - | - | |
Alphabet Inc Class C | - | 5.12 | - | - | |
Berkshire Hathaway Inc Class B | - | 4.71 | - | - |
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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