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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1020 | 1065 | 1114 | 1375 | 1485 |
Fund Return | 1.97% | 1.97% | 6.52% | 3.68% | 6.58% | 4.04% |
Place in category | 90 | 90 | 95 | 93 | 199 | 186 |
% in Category | 15 | 15 | 17 | 19 | 48 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.68B | -4.28 | 9.02 | 12.47 | ||
BlackRock International Index Instl | 10.4B | 8.00 | 6.86 | 5.55 | ||
BlackRock International Index Inv A | 10.4B | 8.00 | 6.61 | 5.29 | ||
BlackRock International Index K | 10.4B | 7.99 | 6.90 | 5.60 | ||
BlackRock Equity Dividend Instl | 9.26B | 4.53 | 6.82 | 9.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 2.88 | 3.29 | 5.43 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | -2.23 | 5.32 | 7.10 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 0.79 | 3.19 | 4.69 | ||
Vanguard Wellesley Income Inv | 8.56B | 2.87 | 3.22 | 5.36 | ||
American Funds Income Portfolio A | 5.6B | 2.58 | 4.88 | 5.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core Dividend Growth ETF | - | 2.37 | - | - | |
iShares Intermediate Credit Bond | US4642886380 | 2.05 | 51.66 | +0.49% | |
iShares iBoxx $ High Yield Corporate Bond | US4642885135 | 2.00 | 77.33 | +0.27% | |
Microsoft | US5949181045 | 0.73 | 385.73 | -0.54% | |
Societe Generale S.A. | XS2395126829 | 0.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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