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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1031 | 1154 | 1131 | 1532 | 2209 |
Fund Return | 2.56% | 3.07% | 15.37% | 4.2% | 8.9% | 8.25% |
Place in category | 145 | 118 | 82 | 10 | 51 | 39 |
% in Category | 73 | 54 | 38 | 8 | 21 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.91B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.56B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.28B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.73B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.15B | 5.10 | 2.47 | 9.61 | ||
JHVIT Strategic Equity Allocation T | 7.32B | 4.04 | 4.88 | 8.86 | ||
JPMorgan Investor Growth A | 4.33B | 4.37 | 3.73 | 8.89 | ||
Franklin Mutual Shares Z | 4.01B | 3.30 | 4.33 | 5.81 | ||
Franklin Mutual Shares A | 2.77B | 3.19 | 4.07 | 5.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.36 | - | - | |
Schwab International Index | - | 16.11 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.53 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 9.02 | - | - | |
Schwab Small Cap Index | - | 8.06 | - | - |
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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