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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1227 | 1211 | 1676 | - |
Fund Return | 7.8% | 7.8% | 22.71% | 6.59% | 10.88% | - |
Place in category | 175 | 175 | 130 | 145 | 95 | - |
% in Category | 47 | 47 | 38 | 49 | 33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.92B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.45B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 185.4M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 289.28M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 406.32 | +1.82% | |
Apple | US0378331005 | 3.05 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 2.62 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 1.98 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 1.31 | 443.29 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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