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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1043 | 1156 | 1073 | 1542 | 2465 |
Fund Return | 2.73% | 4.29% | 15.58% | 2.39% | 9.05% | 9.44% |
Place in category | 242 | 174 | 240 | 221 | 142 | 41 |
% in Category | 56 | 42 | 58 | 63 | 42 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 30.81B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 0.05 | -2.62 | 8.54 | ||
Vanguard Mid Cap Index I | 23.34B | 2.73 | 2.40 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amphenol Corp Class A | - | 0.90 | - | - | |
TransDigm Group Inc | - | 0.85 | - | - | |
PACCAR Inc | - | 0.85 | - | - | |
Cintas Corp | - | 0.77 | - | - | |
Constellation Energy Corp | - | 0.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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