
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1074 | 1119 | 1423 | 1553 | 2287 |
Fund Return | 5.4% | 7.37% | 11.95% | 12.47% | 9.2% | 8.62% |
Place in category | 257 | 165 | 96 | 129 | 188 | 64 |
% in Category | 47 | 28 | 15 | 26 | 44 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 116.65B | 8.11 | 12.92 | 8.94 | ||
Vanguard Wellington Admiral | 98.12B | 6.79 | 12.77 | 9.12 | ||
American Funds American Balanced R6 | 59.25B | 8.27 | 13.27 | 9.27 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 | ||
Fidelity Balanced | 39.28B | 5.30 | 14.06 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.70 | 509.99 | -0.01% | |
NVIDIA | US67066G1040 | 3.38 | 171.48 | -0.54% | |
Apple | US0378331005 | 3.26 | 212.54 | +0.64% | |
Amazon.com | US0231351067 | 2.11 | 229.31 | +1.41% | |
Meta Platforms | US30303M1027 | 1.53 | 712.75 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review