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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1203 | 1346 | 1246 | 2019 | 3408 |
Fund Return | 3.83% | 20.31% | 34.6% | 7.6% | 15.09% | 13.04% |
Place in category | 300 | 455 | 366 | 441 | 442 | 378 |
% in Category | 23 | 37 | 31 | 43 | 43 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 481.34M | 2.33 | 0.86 | 5.20 | ||
Wilshire International Equity Instl | 225.66M | -0.29 | 2.29 | 5.49 | ||
Wilshire 5000 Index Invmt | 204.81M | 6.35 | 9.65 | 11.52 | ||
Wilshire Large Company Value Instl | 166.19M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 52.93M | 6.42 | 9.89 | 11.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 GROWTH TOTAL RETURN INDEX | - | 17.16 | - | - | |
Microsoft | US5949181045 | 10.59 | 414.74 | +0.59% | |
NVIDIA | US67066G1040 | 5.84 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 5.19 | 187.48 | -1.07% | |
Apple | US0378331005 | 4.76 | 183.05 | -0.69% |
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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