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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1182 | 1073 | 1262 | 1250 | 2022 | - |
Fund Return | 18.17% | 7.31% | 26.21% | 7.72% | 15.13% | - |
Place in category | 743 | 477 | 665 | 771 | 495 | - |
% in Category | 48 | 36 | 45 | 59 | 44 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 552.77B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 401.69B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 193.35B | 19.51 | 9.36 | - | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 19.51 | 9.35 | 12.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 552.77B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 401.69B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 193.35B | 19.51 | 9.36 | - | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 19.51 | 9.35 | 12.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.14 | 226.80 | +0.50% | |
Microsoft | US5949181045 | 5.71 | 416.06 | -0.12% | |
NVIDIA | US67066G1040 | 5.14 | 124.92 | +1.68% | |
Amazon.com | US0231351067 | 3.08 | 186.51 | +2.50% | |
Meta Platforms | US30303M1027 | 2.10 | 595.94 | +2.26% |
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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