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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1058 | 1303 | 1247 | 1707 | 2318 |
Fund Return | 16.38% | 5.78% | 30.26% | 7.63% | 11.29% | 8.77% |
Place in category | 168 | 233 | 122 | 138 | 129 | 90 |
% in Category | 53 | 68 | 38 | 44 | 44 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 149.35B | 22.91 | 7.56 | 13.48 | ||
American Funds American Balanced A | 110.29B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 93.58B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 88.58B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.16B | 16.09 | 7.27 | 8.41 | ||
Templeton Growth R | 52.79M | 9.37 | 5.50 | 3.83 | ||
Templeton Growth R6 | 290.19M | 9.79 | 6.09 | 4.43 | ||
Templeton Growth A | 8.07B | 9.55 | 5.76 | 4.09 | ||
Templeton Growth Adv | 193.35M | 9.77 | 6.04 | 4.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.90 | 169.77 | -3.89% | |
Microsoft | US5949181045 | 3.57 | 406.35 | -6.03% | |
Taiwan Semicon | TW0002330008 | 3.34 | 1,030.00 | -0.96% | |
Apple | US0378331005 | 2.10 | 225.68 | -1.92% | |
Philip Morris | US7181721090 | 1.74 | 132.71 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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