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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1079 | 1188 | 1043 | 1540 | 2349 |
Fund Return | 13.93% | 7.87% | 18.85% | 1.42% | 9.02% | 8.92% |
Place in category | 261 | 34 | 267 | 247 | 240 | 150 |
% in Category | 69 | 14 | 71 | 70 | 80 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Voya US Stock Index Port I | 3.82B | 2.76 | 11.60 | 13.46 | ||
Voya Growth and Income Port I | 2.47B | 3.01 | 13.13 | 13.14 | ||
VY T. Rowe Price Capital Apprec A | 2.08B | 3.14 | 7.60 | 10.38 | ||
VY T. Rowe Price Capital Apprec S | 2B | 3.15 | 7.97 | 10.76 | ||
VY T. Rowe Price Capital Apprec I | 1.92B | 3.19 | 8.24 | 11.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.98B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 39.54B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.42B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.98B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 18.18B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 3.22 | 26.15 | -0.34% | |
Wheaton Precious Metals | CA9628791027 | 2.89 | 69.95 | +0.73% | |
Walmart | US9311421039 | 2.84 | 97.21 | -6.53% | |
Apple | US0378331005 | 2.51 | 245.83 | +0.39% | |
Enel | IT0003128367 | 2.33 | 6.826 | +0.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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