Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1099 | 1056 | 1161 | 1096 | 1435 | 1836 |
Fund Return | 9.91% | 5.58% | 16.1% | 3.11% | 7.49% | 6.26% |
Place in category | 485 | 322 | 416 | 358 | 377 | 279 |
% in Category | 64 | 40 | 54 | 53 | 58 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 103.61B | 19.49 | 9.34 | 12.93 | ||
Schwab Total Stock Market Index | 25.61B | 18.17 | 7.69 | 12.25 | ||
Schwab 1000 Index | 17.41B | 18.70 | 8.17 | 12.47 | ||
Schwab International Index | 10.19B | 12.28 | 4.31 | 5.27 | ||
Schwab Fundamental US Large Company | 9.49B | 15.53 | 10.26 | 11.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.78B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.37B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 34.93 | - | - | |
Schwab® S&P 500 Index | - | 18.66 | - | - | |
Schwab International Index | - | 9.10 | - | - | |
Schwab Fundamental US Large Company Idx | - | 9.05 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 5.51 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review