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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1041 | 1215 | 1211 | 1617 | 2453 |
Fund Return | 9.46% | 4.11% | 21.51% | 6.58% | 10.09% | 9.39% |
Place in category | 978 | 387 | 1150 | 996 | 1123 | 801 |
% in Category | 64 | 22 | 80 | 75 | 94 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 16.12B | 17.57 | 10.02 | 13.88 | ||
Janus Balanced I | 11.04B | 6.98 | 4.44 | 8.30 | ||
Janus Henderson Balanced Portfolio | 8.31B | 6.89 | 4.23 | 8.02 | ||
Janus Enterprise I | 7.78B | 6.19 | 4.27 | 12.38 | ||
Janus Enterprise N | 6.3B | 6.23 | 4.37 | 12.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.78 | - | - | |
Apple Inc | - | 6.28 | - | - | |
Alphabet Inc Class A | - | 3.76 | - | - | |
NVIDIA Corp | - | 3.02 | - | - | |
Schwab US Large-Cap | US8085242019 | 2.30 | 64.10 | 0.00% |
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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