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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1070 | 1264 | 1264 | 1889 | 2621 |
Fund Return | 11.98% | 6.95% | 26.37% | 8.13% | 13.56% | 10.12% |
Place in category | 369 | 42 | 841 | 661 | 822 | 712 |
% in Category | 22 | 3 | 59 | 50 | 68 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Tocqueville International Value | 62.11M | 5.94 | 0.59 | 3.64 |
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 % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 4.74 | - | - | |
Microsoft Corp | - | 3.53 | - | - | |
Alphabet Inc Class A | - | 3.17 | - | - | |
Applied Materials Inc | - | 3.03 | - | - | |
Merck & Co Inc | - | 2.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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