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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1192 | 1073 | 1267 | 1295 | 2057 | 3272 |
Fund Return | 19.22% | 7.29% | 26.65% | 8.99% | 15.51% | 12.59% |
Place in category | 498 | 497 | 560 | 430 | 372 | 175 |
% in Category | 32 | 37 | 37 | 31 | 34 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 16.95B | 19.47 | 9.34 | 12.95 | ||
BlackRock Equity Dividend Instl | 10.58B | 13.94 | 8.16 | 9.82 | ||
BlackRock International Index Instl | 10.44B | 12.33 | 4.41 | 5.22 | ||
BlackRock International Index Inv A | 10.44B | 12.15 | 4.17 | 4.95 | ||
BlackRock International Index K | 10.44B | 12.38 | 4.47 | 5.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 15.67 | 7.97 | - | ||
Fidelity 500 Index Institutional Pr | 568.29B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 530.69B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 387.96B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 182.04B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.83 | 220.82 | -0.70% | |
Microsoft | US5949181045 | 6.64 | 401.70 | -1.64% | |
NVIDIA | US67066G1040 | 6.15 | 102.83 | -4.09% | |
Amazon.com | US0231351067 | 3.66 | 171.39 | -3.65% | |
Meta Platforms | US30303M1027 | 2.22 | 500.27 | -3.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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