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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1019 | 1221 | 1131 | 1473 | 2050 |
Fund Return | 10.11% | 1.91% | 22.11% | 4.2% | 8.05% | 7.44% |
Place in category | 34 | 85 | 20 | 10 | 8 | 1 |
% in Category | 10 | 16 | 7 | 4 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.85B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 5.99B | 7.59 | 2.14 | 4.29 | ||
American Funds Income Portfolio A | 5.7B | 9.64 | 3.88 | 5.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.17 | 229.00 | +0.32% | |
Microsoft | US5949181045 | 2.99 | 415.49 | -0.55% | |
NVIDIA | US67066G1040 | 2.70 | 145.89 | -0.76% | |
Amazon.com | US0231351067 | 1.59 | 202.88 | -0.85% | |
Meta Platforms | US30303M1027 | 1.21 | 565.52 | +0.79% |
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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