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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1082 | 1181 | 1145 | 1518 | 2141 |
Fund Return | 3.36% | 8.22% | 18.14% | 4.61% | 8.71% | 7.91% |
Place in category | 219 | 168 | 124 | 229 | 111 | 60 |
% in Category | 32 | 23 | 19 | 36 | 21 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 637.59B | 6.58 | 9.74 | - | ||
Vanguard 500 Index Admiral | 489.26B | 7.10 | 11.86 | 12.66 | ||
Vanguard Total Stock Market Admiral | 361.74B | 6.58 | 9.72 | 11.97 | ||
Vanguard Total Intl Stock Index Inv | 189.64B | 1.24 | 1.38 | 4.11 | ||
Vanguard Institutional Idx Instl Pl | 163.78B | 7.11 | 11.88 | 12.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.14B | 3.31 | 5.92 | 7.83 | ||
Vanguard Wellington Admiral | 96.23B | 3.05 | 6.26 | 8.14 | ||
American Funds American Balanced R6 | 51.23B | 3.38 | 6.26 | 8.16 | ||
Vanguard Balanced Index Adm | 43.31B | 3.36 | 4.60 | 7.90 | ||
Fidelity Balanced K | 42.26B | 4.60 | 6.60 | 9.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 420.72 | -0.17% | |
Apple | US0378331005 | 3.32 | 171.48 | -1.06% | |
NVIDIA | US67066G1040 | 2.31 | 903.56 | +0.12% | |
Amazon.com | US0231351067 | 2.04 | 180.38 | +0.31% | |
Meta Platforms | US30303M1027 | 1.35 | 485.58 | -1.68% |
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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