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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1148 | 1090 | 1316 | 1484 | 2067 |
Fund Return | 0.2% | 14.75% | 9.04% | 9.58% | 8.21% | 7.53% |
Place in category | 791 | 332 | 322 | 689 | 872 | 696 |
% in Category | 62 | 30 | 31 | 62 | 80 | 85 |
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 Growth Instl | 177.53M | 3.83 | 7.60 | 13.04 | ||
Wilshire 5000 Index Portfolio Class | 52.93M | 6.42 | 9.89 | 11.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.16B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 17.11 | - | - | |
Voya VACS Series SC | - | 2.69 | - | - | |
Microsoft | US5949181045 | 1.60 | 414.74 | +0.59% | |
Wells Fargo&Co | US9497461015 | 1.36 | 61.88 | +0.98% | |
Citigroup | US1729674242 | 1.29 | 63.52 | +0.32% |
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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