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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1171 | 1079 | 1234 | 1311 | 1803 | 2672 |
Fund Return | 17.06% | 7.94% | 23.44% | 9.44% | 12.51% | 10.33% |
Place in category | 198 | 194 | 300 | 207 | 342 | 94 |
% in Category | 19 | 20 | 27 | 23 | 35 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 15.54 | 8.74 | 11.06 | ||
Vanguard Equity-Income Adm | 53.58B | 14.36 | 8.97 | 10.25 | ||
Vanguard Windsor II Admiral | 50.39B | 15.09 | 8.23 | 10.72 | ||
American Funds American Mutual A | 41.97B | 15.73 | 8.94 | 9.91 | ||
Vanguard Value Index Adm | 38.22B | 17.14 | 9.57 | 10.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.46 | 171.10 | +2.20% | |
Berkshire Hathaway B | US0846707026 | 3.05 | 455.31 | -0.96% | |
JPMorgan | US46625H1005 | 2.84 | 211.09 | +0.29% | |
Exxon Mobil | US30231G1022 | 2.47 | 115.27 | -0.63% | |
UnitedHealth | US91324P1021 | 2.47 | 575.00 | -0.36% |
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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