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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1119 | 1276 | 1318 | 1877 | 2974 |
Fund Return | 6.35% | 11.89% | 27.57% | 9.65% | 13.42% | 11.52% |
Place in category | 948 | 764 | 789 | 925 | 627 | 392 |
% in Category | 59 | 52 | 52 | 70 | 55 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire VIT Global Allocation Fund | 487.32M | 2.33 | 0.86 | 5.20 | ||
Wilshire International Equity Instl | 230.55M | -0.29 | 2.29 | 5.49 | ||
Wilshire Large Company Growth Instl | 181.46M | 3.83 | 7.60 | 13.04 | ||
Wilshire Large Company Value Instl | 167.69M | 0.20 | 9.58 | 7.53 | ||
Wilshire 5000 Index Portfolio Class | 53.95M | 6.42 | 9.89 | 11.81 |
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 | 6.11 | 432.09 | +0.36% | |
Apple | US0378331005 | 5.64 | 189.28 | -0.85% | |
NVIDIA | US67066G1040 | 3.75 | 1,049.35 | +10.52% | |
Amazon.com | US0231351067 | 3.19 | 183.95 | +0.45% | |
Meta Platforms | US30303M1027 | 2.22 | 471.19 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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