
Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1118 | 1364 | 1400 | 1891 | 3315 |
Fund Return | 6.59% | 11.77% | 36.4% | 11.88% | 13.59% | 12.73% |
Place in category | 26 | 15 | 35 | 29 | 24 | 10 |
% in Category | 26 | 23 | 35 | 29 | 25 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.62B | 6.67 | 11.81 | 11.90 | ||
Fidelity Select Brokerage & Invmt | 1.48B | 7.73 | 17.18 | 14.98 | ||
T. Rowe Price Financial Services | 1.14B | 6.43 | 12.04 | 13.66 | ||
Fidelity Select Financial Services | 1.12B | 6.30 | 12.93 | 12.72 | ||
Fidelity Select Insurance Port | 958.51M | 2.46 | 17.00 | 13.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 9.12 | 260.62 | -1.52% | |
Berkshire Hathaway B | US0846707026 | 7.45 | 510.08 | -0.73% | |
Mastercard | US57636Q1040 | 5.50 | 574.92 | -0.24% | |
Visa A | US92826C8394 | 4.79 | 361.82 | -0.25% | |
Bank of America | US0605051046 | 3.88 | 45.56 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review