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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 988 | 1143 | 1202 | 1777 | 2698 |
Fund Return | 14.29% | -1.19% | 14.29% | 6.32% | 12.18% | 10.43% |
Place in category | 607 | 432 | 607 | 535 | 68 | 64 |
% in Category | 53 | 38 | 53 | 50 | 9 | 12 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 | ||
American Funds American Mutual R6 | 32.28B | 15.30 | 6.63 | 9.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.23 | 429.03 | +1.05% | |
Apple | US0378331005 | 3.22 | 229.98 | +0.75% | |
Amazon.com | US0231351067 | 3.16 | 225.94 | +2.39% | |
Alphabet A | US02079K3059 | 1.95 | 196.00 | +1.60% | |
UnitedHealth | US91324P1021 | 1.79 | 509.76 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Neutral |
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