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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1086 | 1090 | 1260 | 1701 | 2503 |
Fund Return | -1.14% | 8.59% | 9.04% | 8.02% | 11.21% | 9.61% |
Place in category | 608 | 584 | 522 | 171 | 92 | 47 |
% in Category | 86 | 83 | 78 | 28 | 18 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 354.52B | -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% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 89.24B | -0.66 | 7.36 | 9.64 | ||
Vanguard Balanced Index Adm | 40.06B | -0.50 | 10.08 | 9.78 | ||
T. Rowe Price Capital Appreciation | 35.18B | -1.93 | 11.91 | 11.83 | ||
American Funds American Balanced R6 | 33.27B | -0.63 | 7.69 | 9.98 | ||
Fidelity Balanced | 31.7B | -0.64 | 11.71 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.62 | - | - | |
Alphabet Inc A | - | 4.45 | - | - | |
Apple Inc | - | 3.28 | - | - | |
Facebook Inc A | - | 2.46 | - | - | |
McDonald's Corp | - | 2.22 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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