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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 982 | 1071 | 1048 | 1190 | 1481 |
Fund Return | 7.12% | -1.79% | 7.12% | 1.56% | 3.55% | 4.01% |
Place in category | 251 | 191 | 251 | 116 | 273 | 200 |
% in Category | 60 | 44 | 60 | 28 | 71 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.57B | 24.94 | 8.90 | 13.07 | ||
BlackRock International Index Instl | 10.87B | 3.68 | 1.73 | 5.28 | ||
BlackRock International Index Inv A | 10.87B | 3.39 | 1.48 | 5.02 | ||
BlackRock International Index K | 10.87B | 3.73 | 1.80 | 5.34 | ||
BlackRock Equity Dividend Instl | 10.25B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.5B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.9B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5Yr Note Mar 25 | - | 15.81 | - | - | |
Us 10Yr Note Mar 25 | - | 13.72 | - | - | |
Euro Bund Future Mar 25 | DE000F01NAD9 | 6.34 | - | - | |
iShares iBoxx $ High Yield Corporate Bond | US4642885135 | 2.24 | 79.26 | -0.58% | |
iShares Core Dividend Growth ETF | - | 2.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Neutral |
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