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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1232 | 1044 | 1398 | 1367 | 1884 | 2863 |
Fund Return | 23.25% | 4.44% | 39.77% | 10.99% | 13.5% | 11.09% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.72B | 21.88 | 11.66 | 13.12 | ||
LVIP SSgA SP 500 Index Fund Service | 2.74B | 21.64 | 11.38 | 12.83 | ||
LVIP American Growth Fund Service I | 2.36B | 22.75 | 5.31 | 15.56 | ||
Lincoln Variable Insurance Products | 1.09B | 17.55 | 6.78 | 8.62 | ||
LVIP MFS Value Fund Service Class | 1.14B | 15.20 | 8.08 | 9.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.56B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.55 | 422.99 | -1.17% | |
NVIDIA | US67066G1040 | 6.34 | 135.34 | -1.15% | |
Apple | US0378331005 | 6.33 | 234.93 | -0.06% | |
Amazon.com | US0231351067 | 3.34 | 205.74 | -1.02% | |
Meta Platforms | US30303M1027 | 2.81 | 569.20 | -0.76% |
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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