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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1109 | 1388 | 1365 | 2280 | 4072 |
Fund Return | 10.91% | 10.91% | 38.83% | 10.92% | 17.92% | 15.07% |
Place in category | 788 | 788 | 571 | 243 | 112 | 128 |
% in Category | 63 | 63 | 45 | 26 | 14 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 133.74B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 53.79B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.86 | 409.06 | +0.37% | |
Apple | US0378331005 | 11.17 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 7.76 | 796.77 | -3.33% | |
Amazon.com | US0231351067 | 6.87 | 176.59 | -1.64% | |
Meta Platforms | US30303M1027 | 4.55 | 493.50 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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