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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1033 | 1282 | 1182 | 1651 | 2376 |
Fund Return | 15.18% | 3.35% | 28.23% | 5.74% | 10.55% | 9.04% |
Place in category | 76 | 708 | 35 | 198 | 45 | 29 |
% in Category | 13 | 93 | 6 | 31 | 10 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Financial Services A | 72.58M | 17.06 | 2.44 | 9.41 | ||
1919 Financial Services Fund Classi | 39.24M | 17.25 | 2.71 | 9.73 | ||
1919 Financial Services Fund Classc | 19.78M | 16.35 | 1.69 | 8.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 100.41B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.87B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.77B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.46 | 425.20 | +0.51% | |
NVIDIA | US67066G1040 | 4.40 | 146.27 | -1.36% | |
Apple | US0378331005 | 4.08 | 225.12 | +0.40% | |
Alphabet A | US02079K3059 | 3.12 | 178.88 | -1.51% | |
Amazon.com | US0231351067 | 2.72 | 214.10 | +2.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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