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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1180 | 1015 | 1324 | 1338 | 2084 | 3828 |
Fund Return | 17.95% | 1.53% | 32.4% | 10.18% | 15.82% | 14.37% |
Place in category | 850 | 1241 | 1006 | 117 | 123 | 2 |
% in Category | 58 | 85 | 69 | 9 | 10 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality III | 3.12B | 17.85 | 10.07 | 14.25 | ||
GMO Implementation | 2.33B | 4.07 | 6.10 | 3.18 | ||
GMO Quality IV | 1.42B | 17.92 | 10.12 | 14.31 | ||
GMO Benchmark-Free III | 1.03B | 5.81 | 5.97 | 3.65 | ||
GMO Benchmark-Free Allocation III | 870.95M | 3.62 | 5.08 | 3.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.05 | 427.99 | +2.20% | |
Apple | US0378331005 | 5.18 | 235.06 | +0.94% | |
Meta Platforms | US30303M1027 | 4.30 | 573.54 | +1.49% | |
Alphabet A | US02079K3059 | 4.10 | 169.12 | +0.88% | |
Oracle | US68389X1054 | 3.53 | 190.37 | +1.27% |
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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