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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1037 | 1380 | 1297 | 2029 | 3367 |
Fund Return | 20.95% | 3.65% | 37.96% | 9.04% | 15.2% | 12.91% |
Place in category | 363 | 399 | 403 | 317 | 254 | 80 |
% in Category | 23 | 30 | 28 | 23 | 22 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 12.56B | 20.95 | 9.03 | 12.95 | ||
State Street Hedged Intl Dev Eq Idx | 3.72B | 12.12 | 9.18 | - | ||
State Street Global Eq ex-US Index | 2.33B | 7.81 | 1.15 | 4.71 | ||
SSgA S&P 500 Index N | 1.6B | 20.80 | 8.92 | 12.86 | ||
State Street Global Equity ex-US In | 1.36B | 7.83 | 1.17 | 4.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.06 | 242.99 | +0.14% | |
NVIDIA | US67066G1040 | 6.71 | 145.49 | +3.73% | |
Microsoft | US5949181045 | 6.20 | 437.94 | +1.56% | |
Amazon.com | US0231351067 | 3.57 | 217.94 | +2.11% | |
Meta Platforms | US30303M1027 | 2.54 | 610.35 | -0.54% |
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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