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Analysts at Citigroup have issued a Sell rating for Markel (NYSE:MKL) Group, projecting an average target price of $1,683 for the insurance specialist. This figure suggests a...
UBS initiated coverage on cloud-based HR and payroll software provider Paylocity Holding (NASDAQ:PCTY) on Tuesday, with a Neutral recommendation. The one-year price target for the...
UBS upgraded its rating of Entergy Corporation (NYSE:ETR) from Neutral to Buy on Monday, with a one-year price target of $108.52. This suggests a potential upside of 10.53% from...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1292 | 1314 | 1936 | 3150 |
Fund Return | 9.98% | 9.98% | 29.24% | 9.52% | 14.13% | 12.16% |
Place in category | 953 | 953 | 678 | 882 | 557 | 314 |
% in Category | 61 | 61 | 46 | 66 | 50 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.22 | 409.06 | +0.37% | |
Apple | US0378331005 | 5.40 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 3.75 | 796.77 | -3.33% | |
Amazon.com | US0231351067 | 3.33 | 176.59 | -1.64% | |
Meta Platforms | US30303M1027 | 2.20 | 493.50 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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