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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1001 | 1104 | 1169 | 1521 | 1999 |
Fund Return | 1.6% | 0.09% | 10.38% | 5.34% | 8.75% | 7.17% |
Place in category | 598 | 200 | 443 | 363 | 240 | 153 |
% in Category | 76 | 23 | 60 | 53 | 39 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Income & Growth Instituti | 1.9B | 1.63 | 5.55 | 7.48 | ||
AllianzGI Focused Growth A | 681.43M | -0.63 | 16.92 | 15.72 | ||
AllianzGI Technology Institutional | 598.48M | -4.67 | 12.43 | 17.54 | ||
AllianzGI Income & Growth C | 685.03M | 1.44 | 4.51 | 6.36 | ||
AllianzGI Technology A | 503.51M | -4.71 | 12.14 | 17.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 102.01B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 95.02B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 51.25B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 44.63B | 1.75 | 6.77 | 8.12 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.21 | 172.42 | -4.98% | |
NVIDIA | US67066G1040 | 1.95 | 96.30 | -1.37% | |
Amazon.com | US0231351067 | 1.64 | 170.66 | -2.62% | |
Microsoft | US5949181045 | 1.57 | 354.56 | -0.92% | |
Meta Platforms | US30303M1027 | 1.11 | 510.45 | -1.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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