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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1298 | 1384 | 2013 | 3373 |
Fund Return | 10.54% | 10.54% | 29.82% | 11.45% | 15.02% | 12.93% |
Place in category | 634 | 634 | 505 | 301 | 237 | 64 |
% in Category | 39 | 39 | 34 | 23 | 22 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Equity Dividend Instl | 10.38B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Inv A | 9.83B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.83B | 5.85 | 5.01 | 4.82 | ||
BlackRock International Index Instl | 9.83B | 5.86 | 4.95 | 4.78 | ||
BlackRock Global Allocation Inv A | 8.58B | 5.25 | 1.30 | 5.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.99 | - | - | |
Apple Inc | - | 5.57 | - | - | |
NVIDIA Corp | - | 4.99 | - | - | |
Amazon.com Inc | - | 3.69 | - | - | |
Meta Platforms Inc Class A | - | 2.39 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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