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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1066 | 1264 | 1384 | 1979 | - |
Fund Return | 3.17% | 6.65% | 26.38% | 11.45% | 14.63% | - |
Place in category | 676 | 346 | 351 | 496 | 439 | - |
% in Category | 47 | 26 | 26 | 38 | 39 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.51B | 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 | 10.2B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.27 | 233.22 | +0.32% | |
NVIDIA | US67066G1040 | 5.49 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 5.48 | 415.82 | +0.61% | |
Amazon.com | US0231351067 | 3.60 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 2.24 | 711.99 | +1.01% |
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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