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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1058 | 1321 | 1135 | 1840 | 3353 |
Fund Return | 7.69% | 5.82% | 32.11% | 4.31% | 12.97% | 12.86% |
Place in category | 109 | 42 | 113 | 92 | 59 | 54 |
% in Category | 47 | 15 | 53 | 49 | 44 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.82B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.37B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.82B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 82.93B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
VA CollegeAmerica 529 The Growth Fa | 8.95B | 7.63 | 4.11 | 12.62 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 6.21 | 6.84 | 14.46 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 6.21 | 6.81 | 14.37 | ||
NV Vanguard 529 College Savings Pmo | 321.29M | 6.80 | -0.14 | 13.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.19 | - | - | |
Meta Platforms Inc Class A | - | 5.39 | - | - | |
Amazon.com Inc | - | 3.64 | - | - | |
Broadcom Inc | - | 3.63 | - | - | |
NVIDIA Corp | - | 2.63 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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