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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 952 | 952 | 1071 | 1264 | 2298 | - |
Fund Return | -4.82% | -4.82% | 7.08% | 8.12% | 18.1% | - |
Place in category | 918 | 918 | 527 | 641 | 435 | - |
% in Category | 68 | 68 | 40 | 51 | 40 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - | ||
Vanguard Institutional Idx Instl Pl | 177.79B | -4.28 | 9.04 | 12.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - | ||
Vanguard Institutional Idx Instl Pl | 177.79B | -4.28 | 9.04 | 12.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.19 | 212.50 | +0.61% | |
Microsoft | US5949181045 | 5.17 | 395.26 | +0.31% | |
NVIDIA | US67066G1040 | 4.66 | 108.92 | -0.09% | |
Amazon.com | US0231351067 | 3.36 | 184.42 | -1.58% | |
Meta Platforms | US30303M1027 | 2.34 | 549.00 | -0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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