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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1087 | 1175 | 1494 | 1844 | 2586 |
Fund Return | 6.98% | 8.7% | 17.52% | 14.33% | 13.02% | 9.97% |
Place in category | 27 | 123 | 23 | 88 | 152 | 36 |
% in Category | 10 | 26 | 8 | 27 | 50 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.33B | 6.97 | 14.32 | 9.96 | ||
Fidelity Mid Cap Index Fund Institu | 42.38B | 4.81 | 14.34 | 9.89 | ||
Fidelity Extended Market Index Ins | 39.17B | 2.15 | 15.27 | 9.17 | ||
Vanguard Extended Market Idx Adm | 25.18B | 2.15 | 15.25 | 9.17 | ||
Vanguard Mid Cap Index InstlPlus | 19.35B | 6.99 | 14.34 | 9.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Constellation Energy | US21037T1097 | 1.16 | 340.77 | -2.03% | |
Transdigm | US8936411003 | 0.98 | 1,585.00 | -1.46% | |
DoorDash | US25809K1051 | 0.96 | 248.38 | -0.75% | |
Arthur J Gallagher | US3635761097 | 0.94 | 284.12 | -1.09% | |
Royal Caribbean Cruises | LR0008862868 | 0.88 | 314.25 | -1.14% |
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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