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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1046 | 1171 | 1026 | 1512 | 2229 |
Fund Return | 3.98% | 4.59% | 17.12% | 0.87% | 8.63% | 8.35% |
Place in category | 175 | 84 | 120 | 286 | 135 | 52 |
% in Category | 46 | 22 | 31 | 84 | 46 | 33 |
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 | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.85B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.67B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 192.31M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.19M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.32M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.89 | - | - | |
Amazon.com Inc | - | 3.49 | - | - | |
NVIDIA Corp | - | 2.06 | - | - | |
Meta Platforms Inc Class A | - | 1.91 | - | - | |
Martin Marietta Materials Inc | - | 1.81 | - | - |
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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