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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1026 | 1246 | 1174 | 1417 | 1780 |
Fund Return | 11.79% | 2.61% | 24.59% | 5.49% | 7.23% | 5.93% |
Place in category | 55 | 40 | 61 | 23 | 49 | 33 |
% in Category | 17 | 11 | 18 | 8 | 16 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.6B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 109.73B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.29B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.16B | 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 | 62.49B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 36.65B | 16.17 | 7.37 | 7.69 | ||
American Funds Global Balanced R6 | 15.39B | 8.40 | 2.39 | 5.24 | ||
First Eagle Global A | 14.88B | 15.95 | 7.12 | 7.41 | ||
American Funds Capital Income BB | 13.65B | 11.69 | 5.39 | 5.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 164.84 | -3.25% | |
Philip Morris | US7181721090 | 2.63 | 128.59 | +0.30% | |
AbbVie | US00287Y1091 | 2.43 | 164.99 | -2.74% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 415.00 | -2.79% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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