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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 993 | 1152 | 1241 | 1608 | 2610 |
Fund Return | 15.16% | -0.74% | 15.16% | 7.46% | 9.97% | 10.07% |
Place in category | 484 | 334 | 484 | 288 | 358 | 102 |
% in Category | 43 | 30 | 43 | 29 | 37 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
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 Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 | ||
American Funds American Mutual R6 | 32.28B | 15.30 | 6.63 | 9.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.80 | 259.16 | +1.92% | |
Broadcom | US11135F1012 | 3.49 | 237.44 | +3.50% | |
J&J | US4781601046 | 2.78 | 147.03 | -0.50% | |
Merck&Co | US58933Y1055 | 2.62 | 97.92 | -2.76% | |
ConocoPhillips | US20825C1045 | 2.23 | 105.85 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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