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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1016 | 1179 | 1057 | 1217 | 1484 |
Fund Return | 7.37% | 1.64% | 17.89% | 1.87% | 4.01% | 4.03% |
Place in category | 224 | 112 | 261 | 115 | 274 | 190 |
% in Category | 51 | 20 | 60 | 24 | 72 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.46B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.65B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.15B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.15B | 6.70 | 2.58 | 4.92 | ||
BlackRock International Index K | 10.15B | 6.97 | 2.87 | 5.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 9.01B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.02B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5Yr Note Dec 24 | - | 15.51 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 9.65 | - | - | |
Euro Bund Future Dec 24 | DE000F0Q7BU6 | 6.56 | - | - | |
iShares Core Dividend Growth ETF | - | 4.28 | - | - | |
iShares iBoxx $ High Yield Corporate Bond | US4642885135 | 2.17 | 79.41 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Neutral |
Technical Indicators | Sell | BUY | BUY |
Summary | Sell | Buy | Neutral |
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