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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1186 | 1073 | 1266 | 1272 | 2061 | 3302 |
Fund Return | 18.65% | 7.3% | 26.64% | 8.35% | 15.56% | 12.69% |
Place in category | - | - | - | - | - | - |
% in Category | 41 | 36 | 37 | 46 | 33 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Russell 2000 Value F | 1.16B | 9.12 | 3.05 | 7.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.63 | 431.34 | -0.18% | |
Apple | US0378331005 | 6.11 | 227.52 | +0.51% | |
NVIDIA | US67066G1040 | 5.86 | 124.04 | +0.43% | |
Amazon.com | US0231351067 | 3.58 | 191.16 | -0.71% | |
Meta Platforms | US30303M1027 | 2.20 | 567.84 | -0.08% |
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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