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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1079 | 1202 | 1119 | 1556 | 1579 |
Fund Return | 8.85% | 7.85% | 20.24% | 3.8% | 9.24% | 4.67% |
Place in category | 50 | 27 | 34 | 32 | 38 | 17 |
% in Category | 58 | 30 | 38 | 44 | 44 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard European Stock Index Adm | 5.18B | 8.86 | 3.78 | 4.65 | ||
Fidelity Europe | 1B | 9.70 | -1.80 | 3.84 | ||
DFA Continental Small Company I | 816.41M | 8.26 | 0.74 | 6.37 | ||
T. Rowe Price European Stock | 486.65M | 9.56 | 1.56 | 4.12 | ||
Brown Advisory WMC Strat Eurp Eq In | 317.98M | 14.34 | 7.28 | 7.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 3.30 | 989.7 | +0.78% | |
ASML Holding | NL0010273215 | 2.86 | 962.80 | +0.38% | |
Nestle | CH0038863350 | 2.23 | 94.78 | +0.19% | |
Shell | GB00BP6MXD84 | 1.93 | 32.90 | +0.66% | |
AstraZeneca | GB0009895292 | 1.86 | 12,518.0 | +1.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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