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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1015 | 1231 | 1095 | 1688 | - |
Fund Return | 5.66% | 1.51% | 23.07% | 3.08% | 11.04% | - |
Place in category | 263 | 254 | 226 | 220 | 179 | - |
% in Category | 61 | 60 | 57 | 63 | 54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 94.83B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.57B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.27B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.7B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.6B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 36.56B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trane Technologies | IE00BK9ZQ967 | 0.66 | 324.11 | +1.59% | |
Amphenol | US0320951017 | 0.64 | 133.99 | +2.56% | |
Parker-Hannifin | US7010941042 | 0.64 | 525.25 | +1.76% | |
Transdigm | US8936411003 | 0.61 | 1,308.73 | -0.10% | |
Phillips 66 | US7185461040 | 0.58 | 138.58 | +0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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