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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1047 | 1184 | 1293 | 1886 | 2936 |
Fund Return | 4.53% | 4.68% | 18.35% | 8.94% | 13.53% | 11.37% |
Place in category | 415 | 276 | 622 | 405 | 84 | 57 |
% in Category | 29 | 25 | 54 | 39 | 11 | 11 |
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 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
American Funds American Mutual A | 42.43B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 | ||
American Funds American Mutual R6 | 33.14B | 4.26 | 8.81 | 10.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.80 | 416.13 | +0.33% | |
Amazon.com | US0231351067 | 3.59 | 222.88 | -1.65% | |
Apple | US0378331005 | 3.41 | 245.83 | +0.39% | |
Alphabet A | US02079K3059 | 1.95 | 184.56 | -0.38% | |
Taiwan Semiconductor | US8740391003 | 1.92 | 200.10 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Sell |
Summary | Strong Buy | Neutral | Neutral |
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