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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1037 | 1354 | 1110 | 1678 | - |
Fund Return | 13.99% | 3.71% | 35.35% | 3.54% | 10.91% | - |
Place in category | 147 | 88 | 102 | 246 | 141 | - |
% in Category | 35 | 17 | 26 | 68 | 48 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.81B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27.14B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.28B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.73B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.88B | 16.07 | 9.84 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.61B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 40.04B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 36.34B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.72B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 0.71 | 65.74 | +1.69% | |
Williams | US9694571004 | 0.54 | 58.37 | +0.31% | |
Arthur J Gallagher | US3635761097 | 0.52 | 312.96 | +2.14% | |
Aflac | US0010551028 | 0.50 | 114.02 | +0.72% | |
Hilton Worldwide | US43300A2033 | 0.49 | 253.00 | -0.25% |
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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