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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1042 | 1163 | 1073 | 1540 | - |
Fund Return | 2.73% | 4.21% | 16.32% | 2.39% | 9.02% | - |
Place in category | 244 | 185 | 200 | 222 | 148 | - |
% in Category | 57 | 46 | 51 | 63 | 44 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.52B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.48B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.23B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.75B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.7B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Phillips 66 | - | 0.62 | - | - | |
Parker Hannifin Corp | - | 0.62 | - | - | |
CrowdStrike Holdings Inc Class A | - | 0.59 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 0.59 | 335.05 | +1.25% | |
Amphenol Corp Class A | - | 0.58 | - | - |
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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