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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1291 | 1074 | 1346 | 1422 | 2124 | 3238 |
Fund Return | 29.09% | 7.43% | 34.6% | 12.44% | 16.25% | 12.47% |
Place in category | 234 | 426 | 291 | 164 | 135 | 333 |
% in Category | 17 | 36 | 21 | 13 | 12 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Stable Value Fund: 50bps | 447.56M | 3.55 | 2.91 | 2.17 | ||
Putnam Stable Value Fund: 15bps | 16.4B | 3.91 | 3.27 | 2.53 | ||
Putnam Stable Value Fund: 20bps | 1.23B | 3.86 | 3.22 | 2.48 | ||
Putnam Stable Value Fund: 25bps | 5.13B | 3.81 | 3.17 | 2.43 | ||
Putnam Stable Value Fund: 35bps | 121.21M | 3.70 | 3.07 | 2.32 |
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 | 6.00 | 236.00 | -0.67% | |
Microsoft | US5949181045 | 5.95 | 415.06 | +0.02% | |
NVIDIA | US67066G1040 | 5.68 | 120.07 | -3.67% | |
Alphabet C | US02079K1079 | 3.46 | 205.60 | +1.47% | |
Amazon.com | US0231351067 | 3.14 | 237.68 | +1.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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