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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1021 | 1125 | 1094 | 1435 | 2001 |
Fund Return | 1.69% | 2.06% | 12.53% | 3.05% | 7.5% | 7.18% |
Place in category | 258 | 249 | 157 | 90 | 100 | 76 |
% in Category | 85 | 77 | 48 | 31 | 34 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.71B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.36B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.11B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.71B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.56B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 75.49B | 1.53 | 3.31 | 6.19 | ||
Vanguard LifeStrategy Growth Inv | 20.47B | 2.58 | 2.42 | 7.40 | ||
American Funds Income Fund of A R6 | 19.86B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.13B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.44B | 3.24 | 3.65 | 7.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 23.91 | - | - | |
Schwab US Aggregate Bond Index | - | 16.13 | - | - | |
Schwab International Index | - | 12.14 | - | - | |
Schwab Fundamental US Large Company Idx | - | 11.97 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 7.25 | - | - |
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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