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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1148 | 1090 | 1316 | 1484 | 2067 |
Fund Return | 0.2% | 14.75% | 9.04% | 9.58% | 8.21% | 7.53% |
Place in category | 791 | 332 | 322 | 689 | 872 | 696 |
% in Category | 62 | 30 | 31 | 62 | 80 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 492.01M | 12.84 | 3.81 | 6.16 | ||
Wilshire 5000 Index Invmt | 231.53M | 19.81 | 9.92 | 12.26 | ||
Wilshire International Equity Instl | 218.51M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 181.14M | 3.83 | 7.60 | 13.04 | ||
Wilshire 5000 Index Portfolio Class | 60.24M | 20.01 | 10.12 | 12.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 54.18B | 15.13 | 8.72 | 10.28 | ||
Vanguard Windsor II Admiral | 50.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.42B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.71B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 17.11 | - | - | |
Voya VACS Series SC | - | 2.69 | - | - | |
Microsoft | US5949181045 | 1.60 | 423.89 | -0.36% | |
Wells Fargo&Co | US9497461015 | 1.36 | 69.61 | +0.27% | |
Citigroup | US1729674242 | 1.29 | 68.31 | +0.29% |
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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