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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1170 | 1092 | 1276 | 1329 | 1636 | 2445 |
Fund Return | 16.99% | 9.17% | 27.61% | 9.94% | 10.35% | 9.35% |
Place in category | 433 | 321 | 535 | 462 | 716 | 359 |
% in Category | 37 | 28 | 48 | 43 | 72 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.17B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 112.65B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 96.62B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 90.03B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 41.73B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.61 | 451.70 | +0.99% | |
Apple | US0378331005 | 4.00 | 251.04 | +1.17% | |
AbbVie | US00287Y1091 | 3.31 | 171.63 | -1.00% | |
Rtx Corp | US75513E1010 | 3.23 | 118.11 | +0.31% | |
GE Aerospace | US3696043013 | 2.67 | 165.81 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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