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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1040 | 1124 | 1175 | 1484 | 2168 |
Fund Return | 5.18% | 3.96% | 12.41% | 5.51% | 8.21% | 8.04% |
Place in category | 469 | 703 | 801 | 734 | 757 | 521 |
% in Category | 35 | 53 | 66 | 64 | 73 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VY T. Rowe Price Capital Apprec S | 3.92B | 2.34 | 5.06 | 10.19 | ||
Voya US Stock Index Port I | 3.87B | 5.96 | 7.77 | 12.10 | ||
Voya Growth and Income Port I | 2.22B | 7.20 | 9.57 | 11.90 | ||
VY T. Rowe Price Capital Apprec A | 1.91B | 2.23 | 4.70 | 9.80 | ||
Voya Retirement Growth Port A | 1.79B | 2.91 | 2.87 | 6.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.57B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 5.55 | - | - | |
JPMorgan Chase & Co | - | 4.17 | - | - | |
Exxon Mobil Corp | - | 3.35 | - | - | |
Johnson & Johnson | - | 2.75 | - | - | |
Procter & Gamble Co | - | 2.24 | - | - |
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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