| SYMBOL | COMPANY |
NET ASSETS |
MORNINGSTAR STARS |
YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 92.41 Bil | 4 | 18.15 | 30.11 | 17.91 | 6.52 |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | 69.52 Bil | 4 | 18.21 | 30.28 | 18.05 | 6.63 |
| VFIAX | Vanguard 500 Index Admiral | 67.85 Bil | 4 | 18.00 | 29.69 | 17.81 | 6.08 |
| FCNTX | Fidelity Contrafund | 64.3 Bil | 5 | 16.14 | 24.45 | 17.58 | 6.03 |
| CAIBX | American Funds Capital Inc Bldr A | 63.59 Bil | 3 | 10.73 | 20.95 | 13.55 | 3.68 |
| AMECX | American Funds Inc Fund of Amer A | 63.32 Bil | 4 | 12.04 | 23.31 | 14.91 | 6.40 |
| AGTHX | American Funds Growth Fund of Amer A | 60.6 Bil | 3 | 16.10 | 30.88 | 16.04 | 4.31 |
| VTBIX | Vanguard Total Bond Market II Idx Inv | 52.45 Bil | 3 | NA | NA | NA | NA |
| CWGIX | American Funds Capital World G/I A | 50.55 Bil | 4 | 13.74 | 31.33 | 14.64 | 2.39 |
| AIVSX | American Funds Invmt Co of Amer A | 49.01 Bil | 3 | 17.08 | 29.68 | 15.49 | 5.15 |
*These funds have the most assets under management in all categories
Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
