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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1070 | 1112 | 1426 | 1484 | 2418 |
Fund Return | 8.76% | 7.01% | 11.16% | 12.55% | 8.21% | 9.23% |
Place in category | 240 | 128 | 105 | 146 | 198 | 62 |
% in Category | 38 | 25 | 17 | 28 | 42 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 817.66B | 10.52 | 18.78 | 13.95 | ||
Vanguard 500 Index Admiral | 606.89B | 10.76 | 19.49 | 14.56 | ||
Vanguard Total Stock Market Admiral | 435.01B | 10.50 | 18.76 | 13.92 | ||
Vanguard Total Intl Stock Index Inv | 238.18B | 21.97 | 15.17 | 7.44 | ||
Vanguard Institutional Idx Instl Pl | 195.67B | 10.77 | 19.51 | 14.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 122.79B | 10.82 | 13.37 | 9.50 | ||
Vanguard Wellington Admiral | 103.69B | 10.19 | 13.05 | 9.77 | ||
American Funds American Balanced R6 | 62.26B | 11.07 | 13.74 | 9.83 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 | ||
Fidelity Balanced | 39.7B | 8.73 | 14.17 | 10.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.93 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 3.67 | 517.35 | +0.31% | |
Apple | US0378331005 | 3.38 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 2.13 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 1.56 | 710.56 | -2.27% |
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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