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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 1056 | 1058 | 1210 | 1454 | 2086 |
Fund Return | -1.28% | 5.62% | 5.79% | 6.56% | 7.77% | 7.63% |
Place in category | 551 | 532 | 387 | 105 | 182 | 15 |
% in Category | 96 | 91 | 74 | 23 | 37 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 363.2B | -1.01 | 11.67 | 13.47 | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 | ||
Vanguard Total Intl Stock Index Inv | 178.46B | -0.10 | 3.00 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 34.29B | -0.43 | 3.45 | 5.91 | ||
Vanguard Wellesley Income Inv | 12.68B | -1.27 | 6.49 | 7.56 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 11.73B | -0.53 | 7.02 | 6.50 | ||
Franklin Income Adv | 10.55B | -0.43 | 3.60 | 6.05 | ||
Fidelity Asset Manager 50% | 10.5B | -0.38 | 7.61 | 7.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Johnson & Johnson | - | 1.87 | - | - | |
JPMorgan Chase & Co | - | 1.46 | - | - | |
Cisco Systems Inc | - | 1.34 | - | - | |
United States Treasury Notes 0.25% | - | 1.32 | - | - | |
Comcast Corp Class A | - | 1.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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