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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1110 | 1151 | 1687 | 2089 | 3371 |
Fund Return | 5.65% | 11% | 15.12% | 19.05% | 15.87% | 12.92% |
Place in category | 754 | 528 | 355 | 491 | 512 | 268 |
% in Category | 56 | 37 | 28 | 39 | 45 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - | ||
Vanguard Institutional Idx Instl Pl | 188.47B | 6.19 | 19.69 | 13.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - | ||
Vanguard Institutional Idx Instl Pl | 188.47B | 6.19 | 19.69 | 13.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.02 | 503.02 | -0.06% | |
NVIDIA | US67066G1040 | 5.51 | 164.07 | -0.52% | |
Apple | US0378331005 | 5.31 | 208.62 | -1.20% | |
Amazon.com | US0231351067 | 3.44 | 225.69 | +0.30% | |
Meta Platforms | US30303M1027 | 2.50 | 720.92 | +0.48% |
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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