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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 975 | 934 | 1094 | 1230 | 1835 | 2337 |
Fund Return | -2.5% | -6.64% | 9.35% | 7.13% | 12.91% | 8.86% |
Place in category | 33 | 51 | 35 | 108 | 143 | 46 |
% in Category | 11 | 17 | 13 | 35 | 49 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 533.44B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 381.66B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.92 | 12.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Mid Cap Index Fund Institu | 37.69B | -4.41 | 7.08 | 8.81 | ||
Fidelity Extended Market Index Ins | 36.02B | -9.62 | 6.34 | 7.96 | ||
Vanguard Extended Market Index Inst | 31.5B | -9.61 | 6.36 | - | ||
Vanguard Extended Market Idx Adm | 22.86B | -9.62 | 6.31 | 7.96 | ||
Vanguard Mid Cap Index I | 22.65B | -2.50 | 7.14 | 8.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Arthur J Gallagher | US3635761097 | 1.08 | 338.18 | -0.09% | |
Amphenol | US0320951017 | 0.98 | 80.88 | +0.37% | |
Transdigm | US8936411003 | 0.91 | 1,373.49 | -0.83% | |
Motorola | US6200763075 | 0.90 | 406.50 | -0.94% | |
Constellation Energy | US21037T1097 | 0.78 | 271.37 | +0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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