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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 | 14.62B | 5.95 | 19.07 | 12.95 | ||
US 500 Stock Index Inv USD | 14.62B | 5.95 | 19.07 | 12.88 | ||
US 500 Stock Index Institutional Pl | 14.62B | -4.37 | 8.52 | 11.86 | ||
GMO Quality Investment Fund | 5.91B | 6.78 | 18.65 | 14.28 | ||
StocksPlus Fund Institutional Inc U | 5.32B | 5.90 | 18.90 | 12.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 524.11 | -1.76% | |
NVIDIA | US67066G1040 | 6.73 | 173.72 | -2.33% | |
Apple | US0378331005 | 5.81 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 3.30 | 214.75 | -8.27% | |
Alphabet A | US02079K3059 | 3.10 | 189.13 | -1.44% |
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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