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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1087 | 1157 | 1218 | 1343 | 2154 |
Fund Return | 8.74% | 8.74% | 15.72% | 6.78% | 6.07% | 7.97% |
Place in category | 105 | 105 | 257 | 127 | 283 | 95 |
% in Category | 29 | 29 | 73 | 43 | 94 | 53 |
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 | 55.06B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 33.93B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 182.77M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.2M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 285.68M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McDonald’s | US5801351017 | 1.64 | 274.34 | +0.48% | |
Waste Management | US94106L1098 | 1.64 | 206.71 | -0.63% | |
Republic Services | US7607591002 | 1.62 | 185.98 | -2.98% | |
Merck&Co | US58933Y1055 | 1.62 | 128.82 | -0.31% | |
Cencora Inc | US03073E1055 | 1.61 | 229.25 | -4.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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