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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1076 | 1241 | 1313 | 1770 | 2961 |
Fund Return | 3.96% | 7.61% | 24.12% | 9.51% | 12.1% | 11.47% |
Place in category | 327 | 803 | 854 | 816 | 845 | 696 |
% in Category | 29 | 69 | 78 | 80 | 88 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.7B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.4B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.76B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.55B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 408.43 | -0.51% | |
Broadcom | US11135F1012 | 5.65 | 233.04 | -1.17% | |
Amazon.com | US0231351067 | 5.15 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 3.49 | 736.67 | +1.11% | |
Alphabet A | US02079K3059 | 3.48 | 185.23 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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