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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1067 | 1281 | 1428 | 1933 | 2941 |
Fund Return | 2.82% | 6.72% | 28.12% | 12.62% | 14.08% | 11.39% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.71B | 2.76 | 11.64 | 13.50 | ||
LVIP SSgA SP 500 Index Fund Service | 2.83B | 2.74 | 11.36 | 13.21 | ||
LVIP American Growth Fund Service I | 2.51B | 5.68 | 13.66 | 17.02 | ||
LVIP SSgA Large Cap 100 Fund Class | 1.47B | 2.84 | 12.90 | 11.67 | ||
Lincoln Variable Insurance Products | 1.15B | 4.87 | 5.73 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.43B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.11 | 244.87 | +0.16% | |
NVIDIA | US67066G1040 | 6.95 | 139.23 | -0.12% | |
Microsoft | US5949181045 | 5.87 | 414.77 | +1.25% | |
Amazon.com | US0231351067 | 3.62 | 226.63 | -0.01% | |
Meta Platforms | US30303M1027 | 2.75 | 703.77 | -1.76% |
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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