Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1026 | 1104 | 1058 | 1226 | 1492 |
Fund Return | 2.61% | 2.61% | 10.4% | 1.91% | 4.16% | 4.08% |
Place in category | 337 | 337 | 160 | 159 | 267 | 178 |
% in Category | 71 | 71 | 37 | 34 | 68 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.47B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.48B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 10.04B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 10.04B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 10.04B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | 1.92 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 8.86B | 1.90 | 2.11 | 5.33 | ||
American Funds Income Portfolio A | 5.44B | 3.46 | 4.00 | 5.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5Yr Note Jun 24 | - | 15.07 | - | - | |
Us 10Yr Note Jun 24 | - | 8.96 | - | - | |
Euro Bund Future Mar 24 | DE000C7X7UK8 | 3.07 | - | - | |
Us Ultra 10Yr Note Jun 24 | - | 2.45 | - | - | |
iShares Core Dividend Growth ETF | - | 2.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review