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In a recent congressional trade report, it was revealed that Daniel Meuser, the representative for Pennsylvania's 9th congressional district, made a significant investment in US...
Federal Reserve Chairman Jerome Powell provided an optimistic overview of the US economy during a discussion at the Foreign Bankers' Association's Annual General Meeting in...
While there is much debate over whether another bear market is imminent, weekly moving average crossovers suggest a different outcome for now. There are many current concerns, from...
Stocks traded mostly flat yesterday as investors geared up for a hectic week of economic data. The PPI report will be released soon, followed by the CPI report on Wednesday and...
Friday's highs continue to play as a top but yesterday's losses didn't undercut Friday's lows, leaving things in a bit of a 'No-Mans Land'.The Nasdaq returned to a 'buy' trigger...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1043 | 1226 | 1261 | 1856 | 3205 |
Fund Return | 6.02% | 4.28% | 22.62% | 8.03% | 13.16% | 12.35% |
Place in category | 601 | 575 | 550 | 302 | 224 | 94 |
% in Category | 36 | 37 | 37 | 23 | 21 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 23.12B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 15.97B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.58B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.57B | 4.33 | 8.35 | 10.98 | ||
Schwab Small Cap Index | 5.87B | -2.21 | -3.13 | 7.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
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 Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.04 | - | - | |
Apple Inc | - | 5.61 | - | - | |
NVIDIA Corp | - | 5.03 | - | - | |
Amazon.com Inc | - | 3.72 | - | - | |
Meta Platforms Inc Class A | - | 2.41 | - | - |
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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