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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1058 | 1278 | 1309 | 1610 | 2195 |
Fund Return | 21.04% | 5.84% | 27.79% | 9.39% | 9.99% | 8.18% |
Place in category | 621 | 571 | 593 | 797 | 771 | 664 |
% in Category | 56 | 51 | 53 | 72 | 77 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 485.5M | 10.97 | 2.02 | 5.90 | ||
Wilshire 5000 Index Invmt | 231.98M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 213.92M | 9.63 | 3.00 | 6.24 | ||
Wilshire Large Company Growth Instl | 177.74M | 36.31 | 10.06 | 14.79 | ||
Wilshire 5000 Index Portfolio Class | 59.09M | 26.72 | 10.18 | 12.59 |
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 | 41.77B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS_TRS_RUSSELL 1000 VALUE INDEX TOTAL RETURN | - | 18.94 | - | - | |
Voya VACS Series SC | - | 2.72 | - | - | |
Microsoft | US5949181045 | 1.39 | 414.99 | -6.18% | |
F5 Networks | US3156161024 | 1.36 | 301.48 | +0.34% | |
Citigroup | US1729674242 | 1.24 | 81.86 | +1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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