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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1021 | 1167 | 1107 | 1537 | 2132 |
Fund Return | 5.49% | 2.05% | 16.67% | 3.46% | 8.97% | 7.86% |
Place in category | 275 | 528 | 196 | 203 | 123 | 66 |
% in Category | 37 | 66 | 27 | 33 | 22 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.4B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 51.77B | 5.90 | 4.43 | 8.09 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 | ||
Fidelity Balanced | 42.26B | 7.54 | 5.06 | 9.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.63 | 424.52 | +0.12% | |
Apple | US0378331005 | 3.14 | 194.48 | -0.71% | |
NVIDIA | US67066G1040 | 2.57 | 1,210.36 | -1.15% | |
Amazon.com | US0231351067 | 2.05 | 185.00 | +2.05% | |
Alphabet A | US02079K3059 | 1.20 | 176.73 | +0.78% |
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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