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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 957 | 1085 | 1070 | 1341 | 1858 | 3225 |
Fund Return | -4.3% | 8.51% | 7% | 10.28% | 13.19% | 12.42% |
Place in category | 1497 | 1399 | 1254 | 557 | 807 | 333 |
% in Category | 100 | 94 | 91 | 50 | 78 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 363.2B | -1.01 | 11.67 | 13.47 | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 | ||
Vanguard Total Intl Stock Index Inv | 178.46B | -0.10 | 3.00 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 363.2B | -1.01 | 11.67 | 13.47 | ||
Fidelity 500 Index Institutional Pr | 292.2B | -1.01 | 11.69 | - | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth Group Inc | - | 3.91 | - | - | |
McDonald's Corp | - | 3.74 | - | - | |
Johnson & Johnson | - | 3.67 | - | - | |
Coca-Cola Co | - | 3.52 | - | - | |
American Express Co | - | 3.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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