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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 1042 | 1184 | 1177 | 1501 | 2103 |
Fund Return | 14.33% | 4.18% | 18.38% | 5.59% | 8.47% | 7.71% |
Place in category | 27 | 21 | 28 | 8 | 10 | 1 |
% in Category | 9 | 7 | 10 | 4 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 9.19 | 2.86 | 5.57 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 9.73 | 2.04 | 5.00 | ||
Vanguard Wellesley Income Inv | 8.94B | 9.11 | 2.77 | 5.49 | ||
BlackRock Multi-Asset Income Instl | 5.88B | 9.78 | 3.29 | 4.41 | ||
American Funds Income Portfolio A | 5.7B | 11.59 | 5.00 | 5.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.09 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 2.93 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 2.85 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 1.61 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 1.22 | 607.75 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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