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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 999 | 1095 | 1142 | 1466 | 1853 |
Fund Return | 1.44% | -0.14% | 9.54% | 4.51% | 7.94% | 6.36% |
Place in category | 626 | 267 | 548 | 504 | 354 | 262 |
% in Category | 82 | 34 | 77 | 73 | 55 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Income & Growth Instituti | 2.04B | 1.63 | 5.55 | 7.48 | ||
AllianzGI Income & Growth A | 1.88B | 1.60 | 5.34 | 7.17 | ||
AllianzGI Focused Growth A | 796.98M | -0.63 | 16.92 | 15.72 | ||
AllianzGI Technology Institutional | 723.88M | -4.67 | 12.43 | 17.54 | ||
AllianzGI Technology A | 606.78M | -4.71 | 12.14 | 17.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.21B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 8.46 | ||
American Funds American Balanced R6 | 55.48B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.93 | 393.31 | -0.90% | |
Apple | US0378331005 | 1.83 | 239.07 | +1.59% | |
NVIDIA | US67066G1040 | 1.82 | 112.69 | +1.92% | |
Amazon.com | US0231351067 | 1.70 | 199.25 | -0.72% | |
Meta Platforms | US30303M1027 | 1.24 | 625.66 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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