投資組合錨定
表現評級為 4 或 5 且回報屬於中上水平的基金 (可作為投資組合的穩健核心)。
探索並加入更多過濾器
代號 | 名稱 | 變化 | 變化 % | 價格 (即日) | 本年度至今日回報 | 3 個月回報 | 1 年回報 | 3 年回報 | 5 年回報 | 淨支出比率 | 總支出比率 | 淨資產 | 晨星評級 | 50 日平均 | 200 日平均 | 52 週波幅 | 追蹤 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Idx I | | | | +2.25% | +3.26% | +26.02% | +25.73% | +30.81% | 0.04 | 0.04 | 1.778萬億 | 143.73 | 134.18 | ||||
| 2 | Vanguard 500 Index Admiral | | | | +2.01% | +2.98% | +26.24% | +28.66% | +31.46% | 0.04 | 0.04 | 1.349萬億 | 551.43 | 516.44 | ||||
| 3 | Vanguard 500 Index Investor | | | | +2.01% | +2.96% | +26.11% | +28.53% | +31.33% | 0.04 | 0.04 | 1.349萬億 | 551.46 | 516.47 | ||||
| 4 | Vanguard 500 Index Institutional Select | | | | +2.01% | +2.99% | +26.28% | +28.70% | +31.49% | 0.04 | 0.04 | 1.349萬億 | 292.35 | 273.78 | ||||
| 5 | Fidelity 500 Index Fund | | | | +2.01% | +2.99% | +26.29% | +28.69% | +31.47% | 0.01 | 0.01 | 619.448十億 | 207.49 | 194.36 | ||||
| 6 | American Funds Invmt Co of Amer 529F | | | | +2.22% | +2.90% | +28.64% | +25.19% | +24.72% | 0.37 | 0.37 | 153.466十億 | 60.52 | 58.16 | ||||
| 7 | American Funds Invmt Co of Amer F3 | | | | +2.24% | +2.94% | +28.89% | +25.38% | +24.88% | 0.37 | 0.37 | 153.466十億 | 60.86 | 58.47 | ||||
| 8 | American Funds Invmt Co of Amer R6 | | | | +2.22% | +2.93% | +28.88% | +25.40% | +24.92% | 0.37 | 0.37 | 153.466十億 | 60.86 | 58.48 | ||||
| 9 | American Funds Invmt Co of Amer A | | | | +2.22% | +2.86% | +28.50% | +25.02% | +24.54% | 0.37 | 0.37 | 153.466十億 | 60.88 | 58.50 | ||||
| 10 | American Funds Invmt Co of Amer F2 | | | | +2.22% | +2.90% | +28.76% | +25.26% | +24.75% | 0.37 | 0.37 | 153.466十億 | 60.84 | 58.46 | ||||
| 11 | American Funds Invmt Co of Amer R4 | | | | +2.21% | +2.85% | +28.46% | +24.95% | +24.46% | 0.37 | 0.37 | 153.466十億 | 60.63 | 58.27 | ||||
| 12 | American Funds Invmt Co of Amer 529A | | | | +2.21% | +2.85% | +28.45% | +24.97% | +24.46% | 0.37 | 0.37 | 153.466十億 | 60.65 | 58.29 | ||||
| 13 | American Funds Invmt Co of Amer R5E | | | | +2.22% | +2.89% | +28.69% | +25.21% | +24.72% | 0.37 | 0.37 | 153.466十億 | 60.81 | 58.43 | ||||
| 14 | American Funds Invmt Co of Amer 529-F-2 | | | | +26.22% | +9.44% | +28.88% | +25.40% | +24.92% | 0.37 | 0.37 | 153.466十億 | 60.88 | 58.49 | ||||
| 15 | American Funds Invmt Co of Amer 529-F-3 | | | | +26.22% | +9.44% | +28.88% | +25.40% | +24.92% | 0.37 | 0.37 | 153.466十億 | 60.86 | 58.48 | ||||
| 16 | American Funds Invmt Co of Amer R5 | | | | +2.22% | +2.93% | +28.81% | +25.34% | +24.82% | 0.37 | 0.37 | 153.466十億 | 60.88 | 58.49 | ||||
| 17 | Strategic Advisers Fidelity US TtlStk | | | | +2.36% | +2.06% | +26.72% | +25.34% | +30.00% | 0.56 | 0.56 | 142.07十億 | 18.03 | 17.10 | ||||
| 18 | Schwab S&P 500 Index | | | | +2.02% | +2.98% | +26.25% | +28.66% | +31.44% | 0.02 | 0.02 | 108.957十億 | 92.12 | 86.30 | ||||
| 19 | Fidelity Total Market Index | | | | +2.26% | +3.34% | +26.12% | +25.65% | +30.92% | 0.01 | 0.01 | 104.683十億 | 165.05 | 153.86 | ||||
| 20 | Strategic Advisers U.S. Total Stock | | | | +1.36% | +2.00% | +26.82% | +27.99% | +31.70% | 0.49 | 0.49 | 76.584十億 | 10.63 | 10.28 | ||||
| 21 | Vanguard Large Cap Index Investor | | | | +2.14% | +3.32% | +27.12% | +26.87% | +31.23% | 0.05 | 0.05 | 56.779十億 | 110.69 | 103.42 | ||||
| 22 | Vanguard Large Cap Index Admiral | | | | +2.14% | +3.35% | +27.28% | +27.01% | +31.39% | 0.05 | 0.05 | 56.779十億 | 138.42 | 129.32 | ||||
| 23 | Vanguard Large Cap Index Institutional | | | | +2.14% | +3.35% | +27.28% | +27.03% | +31.39% | 0.05 | 0.05 | 56.779十億 | 569.71 | 532.25 | ||||
| 24 | Nuveen Equity Index R6 | | | | +2.29% | +3.29% | +25.91% | +25.63% | +30.87% | 0.32 | 0.32 | 48.057十億 | 42.01 | 39.32 | ||||
| 25 | iShares S&P 500 Index Service | | | | +2.00% | +2.93% | +26.00% | +28.40% | +31.18% | 0.03 | 0.03 | 45.953十億 | 698.82 | 655.04 | ||||
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