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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1092 | 1293 | 1182 | 1705 | - |
Fund Return | 14.61% | 9.2% | 29.29% | 5.74% | 11.27% | - |
Place in category | 170 | 115 | 106 | 236 | 150 | - |
% in Category | 42 | 31 | 28 | 66 | 51 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 105.61B | 22.04 | 11.88 | 13.32 | ||
Schwab Total Stock Market Index | 26.05B | 20.60 | 10.11 | 12.72 | ||
Schwab 1000 Index | 17.6B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 10.03B | 13.08 | 5.73 | 5.77 | ||
Schwab Fundamental US Large Company | 9.49B | 17.55 | 12.20 | 11.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.61B | 14.71 | 5.31 | 10.21 | ||
Fidelity Extended Market Index Ins | 40.04B | 11.68 | 1.23 | 9.64 | ||
Fidelity Mid Cap Index Fund Institu | 36.34B | 14.63 | 5.76 | 10.19 | ||
Vanguard Extended Market Index Inst | 32.72B | 11.70 | 1.25 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 11.67 | 1.21 | 9.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 0.63 | 55.53 | +8.61% | |
Aflac | US0010551028 | 0.53 | 108.56 | +2.84% | |
Arthur J Gallagher | US3635761097 | 0.51 | 290.68 | +2.66% | |
Hilton Worldwide | US43300A2033 | 0.48 | 246.43 | +4.57% | |
DR Horton | US23331A1097 | 0.48 | 166.71 | -3.79% |
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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