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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1168 | 1122 | 1564 | 2216 |
Fund Return | 3.97% | 3.96% | 16.78% | 3.9% | 9.36% | 8.28% |
Place in category | 178 | 161 | 135 | 156 | 93 | 57 |
% in Category | 47 | 39 | 39 | 52 | 32 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.2B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.01B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 192.89M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.43M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 300.09M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 420.21 | -0.19% | |
Apple | US0378331005 | 3.05 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 2.62 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 1.98 | 184.70 | +0.58% | |
Meta Platforms | US30303M1027 | 1.31 | 471.91 | -0.28% |
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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