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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1031 | 1187 | 1101 | 1569 | 2080 |
Fund Return | 6.47% | 3.11% | 18.73% | 3.27% | 9.42% | 7.6% |
Place in category | 136 | 101 | 142 | 127 | 87 | 54 |
% in Category | 44 | 32 | 45 | 42 | 30 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 11.29 | 9.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.05B | 4.06 | 3.36 | 6.30 | ||
American Funds Income Fund of A R6 | 19.66B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 12.95B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.08B | 6.58 | 4.29 | 7.90 | ||
Invesco Equity and Income A | 10.05B | 5.22 | 3.54 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 47.55 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 32.10 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.46 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.98 | - | - |
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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