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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1024 | 1324 | 1325 | 1959 | 2967 |
Fund Return | 16.07% | 2.44% | 32.39% | 9.84% | 14.39% | 11.49% |
Place in category | 450 | 665 | 305 | 91 | 33 | 21 |
% in Category | 38 | 55 | 27 | 13 | 4 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.39B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.2B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.69B | 6.83 | 2.70 | 5.24 | ||
Schwab Small Cap Index | 6.83B | 9.60 | 0.01 | 7.99 |
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 | 42.06B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.45 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 2.39 | 417.00 | +1.00% | |
Exxon Mobil | US30231G1022 | 2.00 | 121.79 | -0.11% | |
JPMorgan | US46625H1005 | 1.93 | 248.55 | +1.55% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 476.57 | +0.96% |
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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