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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1200 | 1053 | 1158 | 1583 | 1789 | 2842 |
| Fund Return | 19.97% | 5.32% | 15.82% | 16.54% | 12.34% | 11.01% |
| Place in category | 33 | 55 | 32 | 36 | 4 | 10 |
| % in Category | 20 | 32 | 18 | 17 | 6 | 9 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | 130.56B | 17.78 | 20.53 | 14.59 | ||
| Schwab Total Stock Market Index | 32.17B | 17.06 | 19.81 | 13.95 | ||
| Schwab 1000 Index | 20.42B | 17.24 | 20.23 | 14.19 | ||
| Schwab International Index | 12.38B | 28.13 | 15.46 | 7.82 | ||
| Schwab Fundamental US Large Company | 11.21B | 16.65 | 15.22 | 13.12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| JPMorgan Investor Growth A | 5.29B | 15.99 | 14.93 | 10.70 | ||
| American Funds Global Growth Port A | 3.89B | 21.74 | 18.35 | 10.96 | ||
| Fidelity Asset Manager 85% | 2.69B | 19.52 | 15.47 | 10.41 | ||
| JHancock Multimanager Lifestyle Ag1 | 2.53B | 16.31 | 14.20 | 9.93 | ||
| MFS Aggressive Growth Allocation A | 1.85B | 14.39 | 12.62 | 10.15 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Schwab® S&P 500 Index | - | 23.90 | - | - | |
| Schwab International Index | - | 16.10 | - | - | |
| Schwab Fundamental US Large Company Idx | - | 13.51 | - | - | |
| Schwab ® US Large-Cap Growth Idx | - | 12.37 | - | - | |
| Schwab Fundamental Intl Equity Index Fd | - | 7.09 | - | - |
| 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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