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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1043 | 1171 | 1214 | 1498 | 2204 |
Fund Return | 2.87% | 4.29% | 17.06% | 6.68% | 8.42% | 8.22% |
Place in category | 172 | 80 | 77 | 100 | 146 | 86 |
% in Category | 20 | 13 | 12 | 17 | 26 | 19 |
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 American Balanced A | 113.65B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.01B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 224.87 | -2.81% | |
Microsoft | US5949181045 | 3.30 | 409.75 | -1.46% | |
Cap Grp Cent Fd Ser Ii | - | 2.73 | - | - | |
Taiwan Semiconductor | US8740391003 | 2.07 | 206.12 | -2.08% | |
Meta Platforms | US30303M1027 | 1.92 | 714.52 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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