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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1294 | 1318 | 1948 | - |
Fund Return | 10.01% | 10.01% | 29.38% | 9.65% | 14.27% | - |
Place in category | 936 | 936 | 639 | 830 | 511 | - |
% in Category | 60 | 60 | 44 | 62 | 47 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Vanguard 500 Index Institutional Se | 168.5B | 10.55 | 11.48 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
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 Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 | ||
Vanguard 500 Index Institutional Se | 168.5B | 10.55 | 11.48 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.22 | 406.32 | +1.82% | |
Apple | US0378331005 | 5.40 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 3.75 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 3.33 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 2.20 | 443.29 | +0.43% |
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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