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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 976 | 1002 | 1233 | 1479 | 1652 | 3202 |
Fund Return | -2.35% | 0.15% | 23.35% | 13.94% | 10.57% | 12.34% |
Place in category | - | - | - | - | - | - |
% in Category | 68 | 79 | 65 | 56 | 62 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 15.37B | 2.79 | 11.87 | 13.70 | ||
State Street Equity 500 Index K | 8.64B | 2.79 | 11.88 | 13.67 | ||
State Street Hedged Intl Dev Eq Idx | 3.91B | 4.76 | 11.77 | - | ||
State Street Global Eq ex-US Index | 2.5B | 3.56 | 2.75 | 5.20 | ||
SSgA S&P 500 Index N | 1.52B | 2.77 | 11.75 | 13.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.69B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 2.75 | - | - | |
Johnson & Johnson | - | 2.18 | - | - | |
JPMorgan Chase & Co | - | 2.09 | - | - | |
UnitedHealth Group Inc | - | 1.98 | - | - | |
Procter & Gamble Co | - | 1.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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