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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1116 | 1134 | 1555 | 1915 | 2667 |
Fund Return | 5.08% | 11.63% | 13.36% | 15.85% | 13.87% | 10.31% |
Place in category | 1291 | 923 | 893 | 1388 | 1018 | 654 |
% in Category | 57 | 35 | 45 | 76 | 68 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 15.28B | 5.95 | 19.07 | 12.95 | ||
US 500 Stock Index Inv USD | 15.28B | 5.95 | 19.07 | 12.88 | ||
US 500 Stock Index Institutional Pl | 15.28B | -4.37 | 8.52 | 11.86 | ||
GMO Quality Investment Fund | 6.21B | 6.78 | 18.65 | 14.28 | ||
StocksPlus Fund E Acc USD | 5.36B | 7.69 | 15.13 | 11.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 507.23 | +0.59% | |
NVIDIA | US67066G1040 | 6.73 | 177.99 | +1.72% | |
Apple | US0378331005 | 5.81 | 227.76 | +1.27% | |
Amazon.com | US0231351067 | 3.30 | 228.84 | +3.10% | |
Alphabet A | US02079K3059 | 3.10 | 206.09 | +3.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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