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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1044 | 1202 | 1261 | 1684 | 2553 |
Fund Return | 3.24% | 4.36% | 20.23% | 8.02% | 10.99% | 9.83% |
Place in category | 233 | 142 | 71 | 97 | 77 | 40 |
% in Category | 59 | 37 | 22 | 37 | 30 | 26 |
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 Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.13B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.18B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.12B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.47B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 7.9B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.10 | 227.63 | -2.40% | |
NVIDIA | US67066G1040 | 3.59 | 129.84 | +0.90% | |
Microsoft | US5949181045 | 3.58 | 409.75 | -1.46% | |
Amazon.com | US0231351067 | 2.35 | 229.15 | -4.05% | |
Meta Platforms | US30303M1027 | 1.47 | 714.52 | +0.36% |
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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