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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1020 | 1148 | 1112 | 1502 | 2147 |
Fund Return | 7.89% | 2.04% | 14.82% | 3.6% | 8.47% | 7.94% |
Place in category | 217 | 175 | 167 | 210 | 128 | 66 |
% in Category | 28 | 25 | 21 | 33 | 23 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 673.97B | 13.58 | 7.92 | - | ||
Vanguard 500 Index Admiral | 524.89B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 382.22B | 13.57 | 7.90 | 12.10 | ||
Vanguard Total Intl Stock Index Inv | 197.19B | 5.10 | 0.28 | 3.96 | ||
Vanguard 500 Index Institutional Se | 179.25B | 15.28 | 10.00 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.37B | 8.74 | 4.86 | 7.94 | ||
Vanguard Wellington Admiral | 99.48B | 8.26 | 4.75 | 8.14 | ||
American Funds American Balanced R6 | 52.36B | 8.91 | 5.19 | 8.27 | ||
Fidelity Balanced | 42.26B | 10.15 | 5.26 | 9.44 | ||
Fidelity Balanced K | 42.26B | 10.17 | 5.34 | 9.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.91 | 425.27 | +1.64% | |
Apple | US0378331005 | 3.61 | 217.96 | +0.22% | |
NVIDIA | US67066G1040 | 3.40 | 113.06 | +0.69% | |
Amazon.com | US0231351067 | 2.13 | 182.50 | +1.47% | |
Meta Platforms | US30303M1027 | 1.30 | 465.70 | +2.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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