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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1197 | 1035 | 1378 | 1241 | 1970 | 3214 |
Fund Return | 19.67% | 3.48% | 37.84% | 7.47% | 14.53% | 12.38% |
Place in category | 656 | 603 | 436 | 749 | 476 | 258 |
% in Category | 44 | 43 | 31 | 59 | 42 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 20.95 | 9.06 | 12.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 20.95 | 9.06 | 12.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.08 | 223.76 | -0.21% | |
Microsoft | US5949181045 | 5.77 | 419.00 | -0.95% | |
NVIDIA | US67066G1040 | 5.12 | 147.15 | -0.77% | |
Amazon.com | US0231351067 | 3.18 | 209.93 | +0.49% | |
Meta Platforms | US30303M1027 | 2.26 | 579.13 | -0.97% |
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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