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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1117 | 1026 | 1245 | 1170 | 1410 | 1761 |
Fund Return | 11.69% | 2.58% | 24.48% | 5.39% | 7.11% | 5.82% |
Place in category | 62 | 43 | 65 | 30 | 57 | 39 |
% in Category | 17 | 11 | 18 | 9 | 18 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.44B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.2B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.75B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.28B | 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 Capital Income Bldr | 62.57B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 36.95B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.55B | 11.79 | 5.49 | 5.93 | ||
American Funds Global Balanced R6 | 15.45B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 14.99B | 15.95 | 7.12 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 163.25 | -1.27% | |
Philip Morris | US7181721090 | 2.63 | 130.39 | +0.66% | |
AbbVie | US00287Y1091 | 2.43 | 167.76 | +0.71% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 415.49 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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