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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1288 | 1055 | 1254 | 1530 | 1510 | 2159 |
| Fund Return | 28.76% | 5.5% | 25.44% | 15.22% | 8.59% | 8% |
| Place in category | 272 | 196 | 262 | 324 | 320 | 153 |
| % in Category | 36 | 25 | 35 | 54 | 55 | 36 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 863.91B | 17.18 | 19.83 | 14.03 | ||
| Vanguard 500 Index Admiral | 635B | 17.76 | 20.52 | 14.59 | ||
| Vanguard Total Stock Market Admiral | 452.19B | 17.16 | 19.80 | 14.01 | ||
| Vanguard Total Intl Stock Index Inv | 248.93B | 28.64 | 15.15 | 7.93 | ||
| Vanguard Institutional Idx Instl Pl | 209.44B | 17.79 | 20.55 | 14.61 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 248.93B | 28.64 | 15.15 | 7.93 | ||
| Fidelity International Index Inst | 70.63B | 28.29 | 15.62 | 7.91 | ||
| Fidelity Series Global ex US Index | 61.78B | 29.34 | 15.40 | 7.97 | ||
| Strategic Advisers International I | 59.11B | 27.56 | 15.89 | 8.18 | ||
| Vanguard Total Intl Stock Index I | 47.99B | 28.81 | 15.26 | 8.03 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 3.04 | 1,465.00 | +2.45% | |
| Tencent Holdings | KYG875721634 | 1.30 | 602.00 | -2.03% | |
| ASML Holding | NL0010273215 | 1.08 | 899.20 | +0.36% | |
| Alibaba | KYG017191142 | 0.99 | 147.20 | +0.55% | |
| Samsung Electronics Co | KR7005930003 | 0.91 | 111,500 | +0.90% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Strong Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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