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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1040 | 1224 | 1205 | 1800 | - |
Fund Return | 5.17% | 4.04% | 22.38% | 6.4% | 12.47% | - |
Place in category | 950 | 792 | 623 | 797 | 475 | - |
% in Category | 60 | 52 | 43 | 59 | 43 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.63B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.57B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.1B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.1B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.1B | 2.50 | 2.89 | 4.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.06 | - | - | |
Apple Inc | - | 4.84 | - | - | |
NVIDIA Corp | - | 4.15 | - | - | |
Amazon.com Inc | - | 3.14 | - | - | |
Meta Platforms Inc Class A | - | 2.08 | - | - |
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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