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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1011 | 1090 | 1152 | 1405 | - |
Fund Return | 2.48% | 1.15% | 9.02% | 4.83% | 7.04% | - |
Place in category | 220 | 249 | 254 | 74 | 47 | - |
% in Category | 55 | 68 | 66 | 21 | 16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.87B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.07B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.31B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 14.94B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.75B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 1.63 | 62.84 | +0.92% | |
Accenture | IE00B4BNMY34 | 1.54 | 387.04 | +0.28% | |
J&J | US4781601046 | 1.52 | 153.50 | +0.25% | |
Alphabet A | US02079K3059 | 1.51 | 186.59 | +0.68% | |
Merck&Co | US58933Y1055 | 1.36 | 86.58 | -0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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