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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1211 | 1005 | 1211 | 1274 | 1851 | 2907 |
Fund Return | 21.12% | 0.48% | 21.12% | 8.42% | 13.11% | 11.26% |
Place in category | 851 | 1027 | 851 | 477 | 647 | 567 |
% in Category | 59 | 71 | 59 | 35 | 56 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Farm Balanced | 2.47B | 15.03 | 5.78 | 8.35 | ||
State Farm Municipal Bond | 519.08M | 1.17 | -0.25 | 1.99 | ||
State Farm Tax Advantaged Bond Prem | 16.05M | 2.35 | -0.26 | 2.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 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 | 11.82 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 5.40 | 137.71 | +3.10% | |
J&J | US4781601046 | 4.61 | 147.03 | -0.50% | |
Caterpillar | US1491231015 | 4.31 | 386.02 | +1.44% | |
Eli Lilly | US5324571083 | 4.20 | 725.72 | -4.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Strong Buy |
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