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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1080 | 1189 | 1273 | 1928 | 2823 |
Fund Return | 13.31% | 7.96% | 18.92% | 8.38% | 14.03% | 10.94% |
Place in category | 308 | 274 | 197 | 426 | 43 | 52 |
% in Category | 28 | 30 | 18 | 39 | 6 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 15.67 | 7.97 | - | ||
Vanguard 500 Index Admiral | 530.69B | 16.67 | 9.55 | 13.11 | ||
Vanguard Total Stock Market Admiral | 387.96B | 15.65 | 7.94 | 12.52 | ||
Vanguard Total Intl Stock Index Inv | 203B | 7.98 | 1.63 | 4.41 | ||
Vanguard 500 Index Institutional Se | 182.04B | 16.69 | 9.58 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.99B | 13.29 | 9.10 | 11.18 | ||
Vanguard Equity-Income Adm | 52.59B | 11.70 | 8.94 | 10.38 | ||
American Funds American Mutual A | 41.79B | 12.17 | 8.42 | 9.94 | ||
Vanguard Value Index Adm | 37.31B | 13.87 | 9.31 | 10.53 | ||
American Funds American Mutual R6 | 32.14B | 12.39 | 8.77 | 10.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.95 | 417.14 | +0.97% | |
Amazon.com | US0231351067 | 3.46 | 178.50 | +3.71% | |
Apple | US0378331005 | 2.81 | 229.00 | -0.34% | |
Alphabet A | US02079K3059 | 2.68 | 163.38 | +0.99% | |
Bank of America | US0605051046 | 1.72 | 40.75 | +1.44% |
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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