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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 997 | 1171 | 1289 | 1739 | 2479 |
Fund Return | 17.06% | -0.26% | 17.06% | 8.82% | 11.7% | 9.5% |
Place in category | 234 | 225 | 234 | 97 | 108 | 178 |
% in Category | 23 | 22 | 23 | 11 | 14 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Voya US Stock Index Port I | 3.79B | 24.68 | 8.63 | 12.80 | ||
Voya Growth and Income Port I | 2.36B | 23.85 | 10.40 | 12.56 | ||
VY T. Rowe Price Capital Apprec A | 2.09B | 12.11 | 5.06 | 9.96 | ||
VY T. Rowe Price Capital Apprec S | 2.02B | 12.49 | 5.42 | 10.34 | ||
VY T. Rowe Price Capital Apprec I | 1.96B | 12.75 | 5.68 | 10.62 |
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 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.8B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 3.38 | 24.25 | 0.00% | |
Bank of America | US0605051046 | 3.34 | 46.71 | +1.08% | |
McCormick&Co | US5797802064 | 2.92 | 76.88 | -1.47% | |
Kenvue | US49177J1025 | 2.86 | 20.81 | -1.98% | |
Parker-Hannifin | US7010941042 | 2.71 | 689.70 | -0.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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