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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1119 | 1302 | 1393 | 1969 | 3227 |
Fund Return | 7.08% | 11.91% | 30.24% | 11.69% | 14.51% | 12.43% |
Place in category | 567 | 744 | 365 | 351 | 283 | 140 |
% in Category | 36 | 51 | 28 | 27 | 27 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.82B | 6.04 | 8.02 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.54B | 9.16 | 10.85 | - | ||
State Street Equity 500 Index II | 2.02B | 6.04 | 8.00 | - | ||
State Street Global Eq ex-US Index | 1.58B | 2.02 | -0.04 | - | ||
SSgA S&P 500 Index N | 1.46B | 5.98 | 7.91 | 12.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.02 | 428.40 | -0.41% | |
Apple | US0378331005 | 6.04 | 191.33 | +0.71% | |
NVIDIA | US67066G1040 | 4.46 | 1,117.89 | +5.00% | |
Amazon.com | US0231351067 | 3.68 | 181.58 | +0.46% | |
Meta Platforms | US30303M1027 | 2.49 | 476.21 | -0.42% |
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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