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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1221 | 1111 | 1629 | 2321 |
Fund Return | 8.06% | 8.06% | 22.09% | 3.58% | 10.26% | 8.78% |
Place in category | 160 | 160 | 152 | 296 | 127 | 49 |
% in Category | 42 | 42 | 44 | 86 | 43 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.94B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.52B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 186.91M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.74M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 291.37M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.85 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 3.25 | 186.24 | +0.82% | |
Mastercard | US57636Q1040 | 1.85 | 443.61 | +0.57% | |
Martin Marietta Materials | US5732841060 | 1.73 | 590.68 | +0.12% | |
Alphabet A | US02079K3059 | 1.70 | 167.21 | +0.35% |
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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