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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1047 | 1058 | 777 | 1401 | 2009 |
Fund Return | 2.06% | 4.68% | 5.79% | -8.07% | 6.97% | 7.22% |
Place in category | 190 | 73 | 227 | 340 | 73 | 24 |
% in Category | 47 | 20 | 61 | 90 | 32 | 13 |
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 Europacific Growth R | 68.86B | 4.55 | -2.23 | 5.31 | ||
Vanguard International Growth Adm | 36.06B | 2.09 | -7.96 | 7.35 | ||
American Funds Europacific Growth F | 21.8B | 4.53 | -2.34 | 5.20 | ||
American Funds Europacific Growth A | 21.19B | 4.44 | -2.59 | 4.94 | ||
WCM Focused International Growth I | 18.31B | 5.18 | -1.20 | 8.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 4.92 | 864.70 | +1.37% | |
MercadoLibre Inc | - | 4.46 | - | - | |
Taiwan Semicon | TW0002330008 | 4.31 | 835.00 | 0% | |
Adyen | NL0012969182 | 3.85 | 1,246.00 | +0.39% | |
Spotify Tech | LU1778762911 | 3.81 | 308.21 | +1.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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