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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 993 | 1144 | 1251 | 1631 | 2511 |
Fund Return | 7.07% | -0.68% | 14.36% | 7.76% | 10.28% | 9.64% |
Place in category | 655 | 334 | 605 | 290 | 418 | 118 |
% in Category | 52 | 31 | 53 | 29 | 43 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 673.97B | 13.58 | 7.92 | - | ||
Vanguard 500 Index Admiral | 524.89B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 382.22B | 13.57 | 7.90 | 12.10 | ||
Vanguard Total Intl Stock Index Inv | 197.19B | 5.10 | 0.28 | 3.96 | ||
Vanguard 500 Index Institutional Se | 179.25B | 15.28 | 10.00 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.33B | 8.51 | 7.31 | 10.60 | ||
Vanguard Windsor II Admiral | 48.71B | 10.01 | 7.85 | 10.38 | ||
American Funds American Mutual A | 39.77B | 7.57 | 7.40 | 9.25 | ||
Vanguard Value Index Adm | 35.67B | 8.73 | 7.99 | 9.88 | ||
American Funds American Mutual R6 | 30.67B | 7.73 | 7.74 | 9.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.19 | - | - | |
Merck & Co Inc | - | 2.69 | - | - | |
Johnson & Johnson | - | 2.49 | - | - | |
ConocoPhillips | - | 2.46 | - | - | |
Broadcom Inc | - | 2.43 | - | - |
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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