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Breaking News
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 981 | 1075 | 1028 | 1216 | 1602 |
Fund Return | 7.54% | -1.86% | 7.54% | 0.93% | 3.99% | 4.82% |
Place in category | 201 | 227 | 201 | 223 | 215 | 93 |
% in Category | 48 | 50 | 48 | 50 | 56 | 30 |
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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard Wellesley Income Inv | 8.5B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.9B | 7.39 | 1.79 | 4.27 | ||
American Funds Income Portfolio A | 5.76B | 9.27 | 2.99 | 5.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 41.37 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 24.17 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 18.38 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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