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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1025 | 1133 | 1472 | 2028 | 2843 |
Fund Return | 6.34% | 2.47% | 13.28% | 13.75% | 15.19% | 11.01% |
Place in category | 433 | 908 | 487 | 378 | 322 | 77 |
% in Category | 35 | 76 | 43 | 37 | 31 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.3B | 7.50 | 14.89 | 11.51 | ||
Vanguard Equity-Income Adm | 52.66B | 7.10 | 12.77 | 10.87 | ||
Vanguard Windsor II Admiral | 47.19B | 6.09 | 15.45 | 10.98 | ||
American Funds American Mutual A | 43.11B | 8.50 | 12.46 | 10.37 | ||
Vanguard Value Index Adm | 37.2B | 5.59 | 13.08 | 10.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.47 | 288.70 | +0.64% | |
Berkshire Hathaway B | US0846707026 | 4.04 | 476.31 | +0.09% | |
Exxon Mobil | US30231G1022 | 2.69 | 113.92 | -1.31% | |
Walmart | US9311421039 | 2.64 | 95.78 | +1.46% | |
P&G | US7427181091 | 2.41 | 153.76 | -2.09% |
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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