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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 | 1101 | 1018 | 1216 | 1189 | 1666 | 2809 |
Fund Return | 10.13% | 1.77% | 21.56% | 5.95% | 10.75% | 10.88% |
Place in category | 1361 | 1196 | 1379 | 1033 | 1081 | 635 |
% in Category | 95 | 82 | 97 | 79 | 90 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
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 Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.95 | 415.49 | -0.55% | |
Apple | US0378331005 | 3.90 | 229.00 | +0.32% | |
McDonald’s | US5801351017 | 3.76 | 290.91 | +0.06% | |
Stryker | US8636671013 | 3.62 | 385.68 | -0.77% | |
UnitedHealth | US91324P1021 | 3.62 | 600.50 | +4.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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