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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1016 | 1089 | 1139 | 1345 | 1698 |
Fund Return | 4.89% | 1.64% | 8.95% | 4.45% | 6.11% | 5.44% |
Place in category | 226 | 323 | 464 | 163 | 277 | 197 |
% in Category | 30 | 48 | 68 | 30 | 47 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.74B | 2.78 | 11.86 | 13.73 | ||
BlackRock International Index Instl | 11.21B | 4.92 | 4.71 | 5.71 | ||
BlackRock International Index K | 11.21B | 4.91 | 4.77 | 5.76 | ||
BlackRock Equity Dividend Instl | 10.33B | 4.32 | 7.01 | 10.03 | ||
BlackRock Global Allocation Inv A | 8.4B | 2.75 | 3.24 | 5.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 54.17B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.06B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.02B | 4.74 | 4.16 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.15 | 557.5 | -1.50% | |
ASML Holding | NL0010273215 | 1.87 | 732.20 | -0.77% | |
Nestle | CH0038863350 | 1.48 | 82.48 | -1.43% | |
AstraZeneca | GB0009895292 | 1.36 | 11,708.0 | -2.14% | |
SAP | DE0007164600 | 1.34 | 276.950 | -1.20% |
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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