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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1031 | 1156 | 1199 | 1533 | 2206 |
Fund Return | 2.57% | 3.15% | 15.55% | 6.23% | 8.92% | 8.23% |
Place in category | 261 | 210 | 157 | 116 | 79 | 70 |
% in Category | 76 | 66 | 52 | 39 | 30 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 114.59B | 2.78 | 11.87 | 13.71 | ||
Schwab Total Stock Market Index | 28.33B | 3.07 | 11.26 | 13.11 | ||
Schwab 1000 Index | 18.6B | 3.09 | 11.56 | 13.34 | ||
Schwab International Index | 10.34B | 4.95 | 4.60 | 5.71 | ||
Schwab Fundamental US Large Company | 9.88B | 4.06 | 10.68 | 12.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.05B | 3.19 | 5.30 | 7.14 | ||
Vanguard LifeStrategy Growth Inv | 22.46B | 2.63 | 6.03 | 8.35 | ||
American Funds Income Fund of A R6 | 22.64B | 3.19 | 5.61 | 7.45 | ||
American Funds Income Fund of Ame | 14.56B | 3.24 | 5.51 | 7.34 | ||
American Funds Growth and Inc A | 12.94B | 3.46 | 7.51 | 8.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 23.95 | - | - | |
Schwab US Aggregate Bond Index | - | 16.05 | - | - | |
Schwab International Index | - | 12.10 | - | - | |
Schwab Fundamental US Large Company Idx | - | 12.01 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 7.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Strong Sell | Buy |
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