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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1385 | 1143 | 1478 | 1427 | 1883 | 3174 |
Fund Return | 38.54% | 14.33% | 47.81% | 12.57% | 13.5% | 12.24% |
Place in category | 33 | 50 | 54 | 32 | 26 | 10 |
% in Category | 34 | 48 | 50 | 36 | 29 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.56B | 38.32 | 13.06 | 11.39 | ||
Fidelity Select Brokerage & Invmt | 1.26B | 44.25 | 15.79 | 14.09 | ||
T. Rowe Price Financial Services | 1.06B | 38.98 | 14.14 | 13.02 | ||
Fidelity Select Insurance Port | 1.02B | 39.19 | 21.71 | 13.69 | ||
Fidelity Select Financial Services | 1.01B | 40.94 | 15.65 | 12.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.56 | 241.17 | -0.81% | |
Berkshire Hathaway B | US0846707026 | 7.71 | 456.51 | -0.56% | |
Mastercard | US57636Q1040 | 5.29 | 532.20 | -0.74% | |
Visa A | US92826C8394 | 4.52 | 318.66 | -0.70% | |
Bank of America | US0605051046 | 4.00 | 44.34 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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