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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1227 | 1212 | 1678 | 2315 |
Fund Return | 7.81% | 7.81% | 22.73% | 6.61% | 10.9% | 8.76% |
Place in category | 174 | 174 | 128 | 144 | 92 | 52 |
% in Category | 46 | 46 | 37 | 48 | 32 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.48B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 35.23B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 182.17M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 52.53M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 284.76M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 406.66 | +2.22% | |
Apple | US0378331005 | 3.05 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 2.62 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 1.98 | 186.24 | +0.82% | |
Meta Platforms | US30303M1027 | 1.31 | 452.05 | +2.35% |
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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