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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1061 | 1184 | 1149 | 1533 | 2121 |
Fund Return | 6.06% | 6.06% | 18.37% | 4.75% | 8.92% | 7.81% |
Place in category | 210 | 210 | 140 | 158 | 98 | 53 |
% in Category | 64 | 64 | 42 | 51 | 33 | 26 |
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 Income Fund of Amer | 74.05B | 4.32 | 5.16 | 6.65 | ||
American Funds Income Fund of A R6 | 19.83B | 4.40 | 5.47 | 6.96 | ||
American Funds Income Fund of Ame | 13.12B | 4.38 | 5.36 | 6.85 | ||
American Funds Growth and Inc A | 11.17B | 6.81 | 6.09 | 8.28 | ||
Invesco Equity and Income A | 10B | 6.91 | 5.74 | 7.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.68 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.57 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.00 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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