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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1211 | 1031 | 1211 | 1184 | 1696 | 2506 |
Fund Return | 21.06% | 3.07% | 21.06% | 5.8% | 11.14% | 9.62% |
Place in category | 1335 | 432 | 1335 | 1200 | 1129 | 651 |
% in Category | 63 | 17 | 63 | 69 | 75 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.53B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Inv USD | 14.53B | 24.39 | 8.35 | 12.32 | ||
US 500 Stock Index Institutional Pl | 13.56B | -4.37 | 8.52 | 11.86 | ||
GMO Quality Investment Fund | 5.04B | -1.83 | 12.83 | 13.07 | ||
StocksPlus Fund E Acc USD | 4.67B | -5.76 | 9.69 | 10.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.86 | 200.85 | +0.45% | |
NVIDIA | US67066G1040 | 7.16 | 135.13 | -2.92% | |
Microsoft | US5949181045 | 5.84 | 460.36 | +0.37% | |
Alphabet A | US02079K3059 | 4.66 | 171.74 | -0.07% | |
Amazon.com | US0231351067 | 3.63 | 205.01 | -0.34% |
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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