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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1045 | 1061 | 1210 | 2028 | 2456 |
Fund Return | 4.45% | 4.45% | 6.13% | 6.57% | 15.19% | 9.4% |
Place in category | 95 | 95 | 682 | 645 | 737 | 255 |
% in Category | 11 | 11 | 59 | 60 | 73 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.68B | -4.28 | 9.02 | 12.47 | ||
BlackRock International Index Instl | 10.4B | 8.00 | 6.86 | 5.55 | ||
BlackRock International Index Inv A | 10.4B | 8.00 | 6.61 | 5.29 | ||
BlackRock International Index K | 10.4B | 7.99 | 6.90 | 5.60 | ||
BlackRock Equity Dividend Instl | 9.26B | 4.53 | 6.82 | 9.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Equity-Income Adm | 54.22B | 2.77 | 8.04 | 10.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 38.74B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.75 | 62.51 | -0.95% | |
Citigroup | US1729674242 | 3.40 | 61.64 | +0.08% | |
SS&Cs | US78467J1007 | 3.14 | 76.07 | +1.45% | |
CVS Health Corp | US1266501006 | 2.95 | 69.51 | +0.78% | |
Cardinal Health | US14149Y1082 | 2.65 | 131.77 | +2.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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