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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1027 | 1132 | 1074 | 1442 | 2041 |
Fund Return | 2.58% | 2.68% | 13.19% | 2.42% | 7.6% | 7.4% |
Place in category | 171 | 134 | 133 | 138 | 85 | 55 |
% in Category | 52 | 40 | 39 | 43 | 30 | 27 |
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% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 76.5B | 1.53 | 3.31 | 6.19 | ||
American Funds Income Fund of A R6 | 20.41B | 1.65 | 3.61 | 6.49 | ||
American Funds Income Fund of Ame | 13.4B | 1.62 | 3.51 | 6.38 | ||
American Funds Growth and Inc A | 11.6B | 3.24 | 3.65 | 7.82 | ||
Invesco Equity and Income A | 10.15B | 3.43 | 3.48 | 6.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.43 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.73 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.17 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.75 | - | - |
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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