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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1028 | 1098 | 1261 | 2148 | 2683 |
Fund Return | 2.77% | 2.77% | 9.77% | 8.04% | 16.52% | 10.37% |
Place in category | 311 | 311 | 151 | 299 | 537 | 78 |
% in Category | 28 | 28 | 17 | 32 | 52 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 3.54 | 8.56 | 11.37 | ||
Vanguard Windsor II Admiral | 48.93B | -0.66 | 7.46 | 10.37 | ||
American Funds American Mutual A | 38.74B | 2.42 | 7.14 | 9.61 | ||
Vanguard Value Index Adm | 38.93B | 2.62 | 8.03 | 10.34 | ||
American Funds American Mutual R6 | 30.21B | 2.50 | 7.48 | 9.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.75 | 178.36 | -1.97% | |
JPMorgan | US46625H1005 | 4.50 | 234.72 | -0.63% | |
J&J | US4781601046 | 2.74 | 154.36 | +1.73% | |
Merck&Co | US58933Y1055 | 2.66 | 79.17 | -0.01% | |
ConocoPhillips | US20825C1045 | 2.22 | 86.45 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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