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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1305 | 1080 | 1305 | 1306 | 1730 | 2937 |
Fund Return | 30.48% | 7.98% | 30.48% | 9.32% | 11.59% | 11.38% |
Place in category | 24 | 27 | 24 | 34 | 28 | 10 |
% in Category | 24 | 29 | 24 | 38 | 31 | 20 |
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% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.58B | 30.37 | 9.43 | 10.55 | ||
Fidelity Select Brokerage & Invmt | 1.24B | 35.74 | 12.67 | 13.19 | ||
T. Rowe Price Financial Services | 1.14B | 30.86 | 10.24 | 12.13 | ||
Fidelity Select Financial Services | 975.93M | 32.80 | 11.77 | 11.33 | ||
Fidelity Select Insurance Port | 944.66M | 28.42 | 16.06 | 12.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.70 | 268.23 | +0.62% | |
Berkshire Hathaway B | US0846707026 | 7.67 | 472.35 | +0.66% | |
Mastercard | US57636Q1040 | 5.54 | 566.01 | +3.14% | |
Visa A | US92826C8394 | 4.83 | 343.05 | +2.13% | |
Bank of America | US0605051046 | 3.92 | 46.72 | -0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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