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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 998 | 1070 | 1074 | 1312 | 1644 |
Fund Return | 3.7% | -0.19% | 6.98% | 2.42% | 5.58% | 5.09% |
Place in category | 304 | 312 | 299 | 308 | 218 | 84 |
% in Category | 74 | 84 | 84 | 87 | 66 | 39 |
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 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 38.78B | 4.73 | 4.71 | 4.93 | ||
Fidelity Series International VVV | 15.18B | 5.12 | 7.65 | 6.17 | ||
Causeway International Value Instl | 12.6B | 4.90 | 8.10 | 5.97 | ||
DFA International Value I | 9.53B | 4.86 | 7.12 | 6.18 | ||
Templeton Foreign A | 1.47B | 3.01 | 4.08 | 3.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tencent Holdings | KYG875721634 | 3.46 | 483.20 | +0.96% | |
Taiwan Semicon | TW0002330008 | 2.16 | 1,020.00 | -1.92% | |
Kering | FR0000121485 | 2.00 | 268.60 | -0.92% | |
HSBC | GB0005405286 | 1.57 | 942.50 | +0.95% | |
Roche Holding Participation | CH0012032048 | 1.48 | 302.60 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Neutral | Neutral | Strong Sell |
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