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Why is logging into a 401(K) such a hassle? It’s a circus when we try to log into my wife’s retirement plan. (Any task that starts with “logging into her...
I recently accomplished something that had been on my “to do” list for no fewer than three months. I figured out how to log into my 401(K)! You would think a simple...
“Don’t you own that, B.O.?”Go figure. While some people are thought of for their jokes, their hobbies or their families, a reader thought of me when they read...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 986 | 1075 | 1218 | 1762 | 2739 |
Fund Return | 3.26% | -1.4% | 7.47% | 6.79% | 12% | 10.6% |
Place in category | 206 | 660 | 1331 | 1208 | 1099 | 681 |
% in Category | 16 | 45 | 96 | 94 | 94 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.46 | 217.86 | -2.68% | |
Microsoft | US5949181045 | 3.99 | 378.80 | -3.02% | |
Stryker | US8636671013 | 3.83 | 364.50 | -0.83% | |
McDonald’s | US5801351017 | 3.80 | 307.09 | -1.79% | |
UnitedHealth | US91324P1021 | 3.40 | 516.04 | +0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Neutral | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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