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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1057 | 1177 | 1153 | 1527 | 2182 |
Fund Return | 5.74% | 5.74% | 17.74% | 4.85% | 8.83% | 8.11% |
Place in category | 260 | 260 | 148 | 207 | 122 | 64 |
% in Category | 35 | 35 | 22 | 32 | 22 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.13B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 49.47B | 6.24 | 6.21 | 8.37 | ||
Fidelity Balanced | 42.26B | 7.13 | 6.46 | 9.57 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 399.12 | -1.27% | |
Apple | US0378331005 | 3.32 | 165.00 | -1.22% | |
NVIDIA | US67066G1040 | 2.31 | 762.00 | -10.00% | |
Amazon.com | US0231351067 | 2.04 | 174.63 | -2.56% | |
Meta Platforms | US30303M1027 | 1.35 | 481.07 | -4.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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