Portfolio Anchors
Funds with Performance Rating of 4 & 5 and top-half returns that could serve as a rock-solid core of an investor's portfolio.
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Symbol | Name | Change | Change % | Price (Intraday) | YTD Return | 3-Mo Return | 1-Year Return | 3-Year Return | 5-Year Return | Net Expense Ratio | Gross Expense Ratio | Net Assets | Morningstar Rating | 50 Day Avg | 200 Day Avg | 52 Week Range | Funds by Category | Initial Investment | Annual Return NAV Year 1 Category Rank | Exchange | Follow | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard 500 Index Fund | +0.71 | +0.20% | 363.06 | +8.73% | +7.11% | +17.86% | +26.28% | +28.70% | 0.04 | 0.04 | 1.6T | 336.78 | 331.13 | 284.39 363.06 | Large Blend | 0.00 | 24 | Nasdaq | |||
| 2 | Vanguard 500 Index Fund | +1.34 | +0.20% | 684.72 | +8.71% | +7.10% | +17.83% | +26.24% | +28.66% | 0.04 | 0.04 | 1.6T | 635.15 | 624.50 | 536.38 684.72 | Large Blend | 0.00 | 25 | Nasdaq | |||
| 3 | Vanguard 500 Index Fund | +1.33 | +0.19% | 684.79 | +8.68% | +7.07% | +17.71% | +26.11% | +28.53% | 0.04 | 0.04 | 1.6T | 635.20 | 624.54 | 536.41 684.79 | Large Blend | 0.00 | 28 | Nasdaq | |||
| 4 | Fidelity 500 Index | +0.50 | +0.19% | 257.73 | +8.51% | +7.06% | +17.86% | +26.29% | +28.69% | 0.01 | 0.01 | 791.704B | 239.15 | 235.04 | 201.83 257.73 | Large Blend | 2,500.00 | 24 | Nasdaq | |||
| 5 | Strategic Advisers Fidelity US TtlStk | +0.04 | +0.18% | 21.68 | +9.96% | +7.08% | +18.31% | +26.72% | +25.34% | 0.46 | 0.46 | 241.23B | 20.10 | 19.68 | 17.26 21.68 | Large Blend | 0.00 | 20 | Nasdaq | |||
| 6 | American Funds Invmt Co of Amer F1 | +0.02 | +0.03% | 67.14 | +7.83% | +6.45% | +20.43% | +28.41% | +24.93% | 0.37 | 0.37 | 178.54B | 62.64 | 64.60 | 57.46 68.61 | Large Blend | 250.00 | 9 | Nasdaq | |||
| 7 | American Funds Invmt Co of Amer A | +0.02 | +0.03% | 67.42 | +7.87% | +6.46% | +20.50% | +28.50% | +25.02% | 0.37 | 0.37 | 178.54B | 62.91 | 64.86 | 57.70 68.88 | Large Blend | 250.00 | 9 | Nasdaq | |||
| 8 | American Funds Invmt Co of Amer 529A | +0.02 | +0.03% | 67.13 | +7.85% | +6.45% | +20.47% | +28.45% | +24.97% | 0.37 | 0.37 | 178.54B | 62.64 | 64.60 | 57.46 68.60 | Large Blend | 250.00 | 9 | Nasdaq | |||
| 9 | American Funds Invmt Co of Amer 529E | +0.02 | +0.03% | 66.76 | +7.76% | +6.39% | +20.17% | +28.13% | +24.65% | 0.37 | 0.37 | 178.54B | 62.30 | 64.26 | 57.16 68.24 | Large Blend | 250.00 | 10 | Nasdaq | |||
| 10 | American Funds Invmt Co of Amer 529F | +0.02 | +0.03% | 66.95 | +7.91% | +6.49% | +20.64% | +28.64% | +25.19% | 0.37 | 0.37 | 178.54B | 62.46 | 64.43 | 57.29 68.45 | Large Blend | 250.00 | 9 | Nasdaq | |||
| 11 | American Funds Invmt Co of Amer 529-F-3 | +0.02 | +0.03% | 67.39 | +26.22% | +9.44% | +28.88% | +25.40% | +24.92% | 0.37 | 0.37 | 178.54B | 62.88 | 64.84 | 57.66 68.87 | Large Blend | 250.00 | 11 | Nasdaq | |||
| 12 | American Funds Invmt Co of Amer 529-F-2 | +0.02 | +0.03% | 67.41 | +26.22% | +9.44% | +28.88% | +25.40% | +24.92% | 0.37 | 0.37 | 178.54B | 62.89 | 64.85 | 57.68 68.88 | Large Blend | 250.00 | 11 | Nasdaq | |||
| 13 | American Funds Invmt Co of Amer F3 | +0.03 | +0.04% | 67.39 | +7.98% | +6.53% | +20.87% | +28.89% | +25.38% | 0.37 | 0.37 | 178.54B | 62.87 | 64.83 | 57.65 68.87 | Large Blend | 250.00 | 8 | Nasdaq | |||
| 14 | American Funds Invmt Co of Amer F2 | +0.02 | +0.03% | 67.36 | +7.93% | +6.50% | +20.72% | +28.76% | +25.26% | 0.37 | 0.37 | 178.54B | 62.85 | 64.81 | 57.64 68.84 | Large Blend | 250.00 | 8 | Nasdaq | |||
| 15 | American Funds Invmt Co of Amer R2E | +0.02 | +0.03% | 67.03 | +7.66% | +6.33% | +19.91% | +27.85% | +24.41% | 0.37 | 0.37 | 178.54B | 62.56 | 64.51 | 57.40 68.48 | Large Blend | 250.00 | 10 | Nasdaq | |||
| 16 | American Funds Invmt Co of Amer R3 | +0.02 | +0.03% | 66.97 | +7.73% | +6.36% | +20.08% | +28.04% | +24.56% | 0.37 | 0.37 | 178.54B | 62.50 | 64.45 | 57.34 68.43 | Large Blend | 250.00 | 10 | Nasdaq | |||
| 17 | American Funds Invmt Co of Amer R4 | +0.02 | +0.03% | 67.10 | +7.85% | +6.45% | +20.43% | +28.46% | +24.95% | 0.37 | 0.37 | 178.54B | 62.61 | 64.57 | 57.43 68.57 | Large Blend | 250.00 | 9 | Nasdaq | |||
| 18 | American Funds Invmt Co of Amer R5 | +0.02 | +0.03% | 67.41 | +7.96% | +6.52% | +20.78% | +28.81% | +25.34% | 0.37 | 0.37 | 178.54B | 62.90 | 64.86 | 57.68 68.89 | Large Blend | 250.00 | 8 | Nasdaq | |||
| 19 | American Funds Invmt Co of Amer R6 | +0.02 | +0.03% | 67.40 | +7.98% | +6.53% | +20.86% | +28.88% | +25.40% | 0.37 | 0.37 | 178.54B | 62.88 | 64.84 | 57.66 68.88 | Large Blend | 250.00 | 8 | Nasdaq | |||
| 20 | American Funds Invmt Co of Amer R5E | +0.02 | +0.03% | 67.32 | +7.91% | +6.48% | +20.69% | +28.69% | +25.21% | 0.37 | 0.37 | 178.54B | 62.82 | 64.78 | 57.61 68.80 | Large Blend | 250.00 | 8 | Nasdaq | |||
| 21 | American Funds Fundamental Invs C | +0.44 | +0.43% | 102.31 | +12.11% | +8.07% | +23.35% | +24.92% | +21.59% | 0.38 | 0.38 | 173.306B | 93.87 | 93.16 | 82.30 102.31 | Large Blend | 250.00 | 5 | Nasdaq | |||
| 22 | American Funds Fundamental Invs F1 | +0.44 | +0.43% | 103.06 | +12.38% | +8.24% | +24.20% | +25.79% | +22.42% | 0.38 | 0.38 | 173.306B | 94.54 | 93.81 | 82.86 103.06 | Large Blend | 250.00 | 4 | Nasdaq | |||
| 23 | American Funds Fundamental Invs A | +0.45 | +0.44% | 103.15 | +12.41% | +8.28% | +24.29% | +25.88% | +22.49% | 0.38 | 0.38 | 173.306B | 94.61 | 93.88 | 82.93 103.15 | Large Blend | 250.00 | 4 | Nasdaq | |||
| 24 | American Funds Fundamental Invs 529A | +0.45 | +0.44% | 102.87 | +12.41% | +8.27% | +24.24% | +25.81% | +22.45% | 0.38 | 0.38 | 173.306B | 94.35 | 93.64 | 82.72 102.87 | Large Blend | 250.00 | 4 | Nasdaq | |||
| 25 | American Funds Fundamental Invs 529C | +0.44 | +0.43% | 103.04 | +12.09% | +8.05% | +23.29% | +24.87% | +21.52% | 0.38 | 0.38 | 173.306B | 94.55 | 93.83 | 82.87 103.04 | Large Blend | 250.00 | 5 | Nasdaq | |||