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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1052 | 1249 | 1194 | 1502 | 2080 |
Fund Return | 13.9% | 5.15% | 24.9% | 6.1% | 8.47% | 7.6% |
Place in category | 193 | 557 | 180 | 146 | 226 | 144 |
% in Category | 25 | 69 | 23 | 24 | 37 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.16B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.72B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.58B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.19B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.72B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.52B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.73 | 170.38 | -1.84% | |
Microsoft | US5949181045 | 4.23 | 426.89 | +0.40% | |
Cap Grp Cent Fd Ser Ii | - | 2.84 | - | - | |
Meta Platforms | US30303M1027 | 2.09 | 577.16 | -0.49% | |
Alphabet C | US02079K1079 | 2.00 | 177.35 | -1.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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