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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1001 | 1193 | 1289 | 1795 | - |
Fund Return | 19.34% | 0.12% | 19.34% | 8.82% | 12.41% | - |
Place in category | 986 | 1080 | 986 | 324 | 768 | - |
% in Category | 69 | 76 | 69 | 25 | 65 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 94.95B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.08B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.27 | 237.44 | +3.50% | |
Microsoft | US5949181045 | 5.55 | 429.03 | +1.05% | |
UnitedHealth | US91324P1021 | 3.00 | 509.76 | -0.16% | |
Eli Lilly | US5324571083 | 2.77 | 725.72 | -4.21% | |
Marsh McLennan | US5717481023 | 2.29 | 215.23 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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