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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1077 | 1141 | 1455 | 1739 | 2786 |
Fund Return | 10.81% | 7.74% | 14.13% | 13.32% | 11.7% | 10.79% |
Place in category | 50 | 265 | 53 | 102 | 172 | 42 |
% in Category | 11 | 61 | 15 | 31 | 56 | 23 |
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% | |
---|---|---|---|---|---|---|
Fidelity Mid Cap Index Fund Institu | 43.39B | 9.41 | 13.60 | 10.88 | ||
Fidelity Extended Market Index Ins | 39.63B | 9.01 | 14.82 | 10.57 | ||
Vanguard Extended Market Idx Adm | 26.55B | 9.02 | 14.81 | 10.57 | ||
Vanguard Mid Cap Index I | 24.6B | 10.82 | 13.33 | 10.80 | ||
Vanguard Mid Cap Index InstlPlus | 19.78B | 10.83 | 13.34 | 10.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Constellation Energy | US21037T1097 | 1.09 | 360.00 | +0.71% | |
Royal Caribbean Cruises | LR0008862868 | 0.99 | 314.05 | -1.89% | |
DoorDash | US25809K1051 | 0.93 | 271.22 | +0.42% | |
Newmont Goldcorp | US6516391066 | 0.93 | 86.86 | +0.50% | |
Robinhood Markets | US7707001027 | 0.89 | 148.67 | +2.04% |
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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