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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1040 | 1163 | 1197 | 1507 | 2256 |
Fund Return | 2.1% | 4% | 16.27% | 6.18% | 8.55% | 8.47% |
Place in category | 529 | 124 | 115 | 138 | 128 | 66 |
% in Category | 65 | 20 | 17 | 22 | 22 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.63B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.48B | 15.30 | 5.15 | 8.47 | ||
Fidelity Balanced K | 8.94B | 16.13 | 4.98 | 9.68 | ||
Fidelity Balanced | 39.5B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.06 | 233.22 | +0.32% | |
Microsoft | US5949181045 | 3.36 | 415.82 | +0.61% | |
NVIDIA | US67066G1040 | 3.35 | 128.68 | +3.08% | |
Amazon.com | US0231351067 | 2.23 | 238.83 | +1.13% | |
Meta Platforms | US30303M1027 | 1.37 | 711.99 | +1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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