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If you’re not one to invest through individual stocks, a fund is the way to go. And if you invest in one totally overlooked type of fund, you can get the best of all worlds:...
If you’re like most investors, you’re tired of having the following two pieces of “wisdom” pounded into your head by the financial media:Any high yield...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 981 | 1174 | 1386 | 2103 | 3190 |
Fund Return | 1.12% | -1.94% | 17.4% | 11.49% | 16.03% | 12.3% |
Place in category | 940 | 851 | 488 | 609 | 509 | 256 |
% in Category | 68 | 61 | 38 | 48 | 46 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Institutional Idx Instl Pl | 188.7B | 1.44 | 12.53 | 12.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Institutional Idx Instl Pl | 188.7B | 1.44 | 12.53 | 12.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.10 | 218.27 | +1.95% | |
Microsoft | US5949181045 | 5.27 | 391.26 | +1.14% | |
NVIDIA | US67066G1040 | 4.77 | 117.70 | -0.70% | |
Amazon.com | US0231351067 | 3.84 | 196.21 | +0.65% | |
Meta Platforms | US30303M1027 | 2.57 | 596.25 | +1.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Strong Sell | Strong Buy |
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