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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1033 | 1336 | 1371 | 2419 | - |
Fund Return | 13.06% | 3.27% | 33.6% | 11.08% | 19.33% | - |
Place in category | 526 | 335 | 424 | 50 | 78 | - |
% in Category | 44 | 33 | 36 | 7 | 11 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 97.13B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 24.09B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.65B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.49B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.83B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.37B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.42 | 447.67 | -0.47% | |
Apple | US0378331005 | 9.79 | 208.14 | +0.31% | |
NVIDIA | US67066G1040 | 8.09 | 118.11 | -6.68% | |
Amazon.com | US0231351067 | 6.21 | 185.57 | -1.86% | |
Alphabet A | US02079K3059 | 3.81 | 179.22 | -0.23% |
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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