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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1075 | 1238 | 1303 | 1745 | 2887 |
Fund Return | 3.96% | 7.54% | 23.77% | 9.21% | 11.78% | 11.18% |
Place in category | 309 | 799 | 870 | 835 | 861 | 707 |
% in Category | 29 | 69 | 80 | 82 | 89 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.65B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 113.65B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 98.04B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 91.4B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 2.77B | 3.96 | 9.51 | 11.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.65B | 28.43 | 6.87 | 13.67 | ||
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 | 70.13B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 409.75 | -1.46% | |
Broadcom | US11135F1012 | 5.65 | 224.87 | -2.81% | |
Amazon.com | US0231351067 | 5.15 | 229.15 | -4.05% | |
Meta Platforms | US30303M1027 | 3.49 | 714.52 | +0.36% | |
Alphabet A | US02079K3059 | 3.48 | 185.34 | -3.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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