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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1182 | 1033 | 1235 | 1155 | 1628 | 2362 |
Fund Return | 18.19% | 3.26% | 23.5% | 4.91% | 10.24% | 8.97% |
Place in category | 91 | 337 | 87 | 300 | 47 | 27 |
% in Category | 15 | 51 | 14 | 45 | 10 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Financial Services A | 68.73M | 33.89 | 6.61 | 10.22 | ||
1919 Financial Services Fund Classi | 35.74M | 34.16 | 6.89 | 10.55 | ||
1919 Financial Services Fund Classc | 20.13M | 32.93 | 5.83 | 9.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.8B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.25B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 18.85 | 6.81 | 9.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.89 | 144.47 | +4.45% | |
Microsoft | US5949181045 | 4.27 | 423.35 | +1.14% | |
Apple | US0378331005 | 4.02 | 243.36 | -0.20% | |
Alphabet A | US02079K3059 | 3.27 | 191.79 | +1.25% | |
Amazon.com | US0231351067 | 2.77 | 224.19 | +1.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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