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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1062 | 1262 | 1395 | 2018 | 3585 |
Fund Return | 2.77% | 6.19% | 26.18% | 11.75% | 15.08% | 13.62% |
Place in category | 1027 | 592 | 421 | 354 | 287 | 106 |
% in Category | 74 | 43 | 32 | 27 | 25 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 12.56B | 2.79 | 11.87 | 13.70 | ||
State Street Equity 500 Index K | 8.98B | 2.79 | 11.88 | 13.67 | ||
State Street Hedged Intl Dev Eq Idx | 3.96B | 4.76 | 11.77 | - | ||
State Street Global Eq ex-US Index | 2.53B | 3.56 | 2.75 | 5.20 | ||
State Street Global Equity ex-US In | 1.36B | 3.56 | 2.77 | 5.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.50 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 6.53 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 6.21 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 4.07 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.53 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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