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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1271 | 1090 | 1449 | 1080 | 1746 | 2052 |
Fund Return | 27.09% | 8.95% | 44.92% | 2.61% | 11.79% | 7.45% |
Place in category | 9 | 18 | 15 | 14 | 13 | 9 |
% in Category | 23 | 36 | 31 | 33 | 23 | 47 |
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% | |
---|---|---|---|---|---|---|
T. Rowe Price Media & Telecomms | 5.45B | 30.25 | 0.53 | 14.20 | ||
T. Rowe Price Media & Telecomms I | 4.15B | 30.36 | 0.62 | - | ||
Fidelity Select Multimedia | 1.4B | 26.78 | 5.57 | 11.95 | ||
JNL/Mellon Capital Communications a | 814.61M | 29.80 | 3.96 | 10.04 | ||
Fidelity Select Wireless | 329.71M | 14.71 | 3.26 | 10.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 22.63 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 12.11 | 164.76 | -1.71% | |
Alphabet C | US02079K1079 | 9.38 | 166.57 | -1.58% | |
Netflix | US64110L1061 | 4.55 | 897.79 | +0.03% | |
Verizon | US92343V1044 | 4.28 | 43.15 | +1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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