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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1032 | 1159 | 1220 | 1518 | 1815 |
Fund Return | 5.69% | 3.25% | 15.85% | 6.86% | 8.71% | 6.14% |
Place in category | 36 | 16 | 16 | 34 | 44 | 32 |
% in Category | 9 | 5 | 5 | 10 | 13 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.73B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 109.67B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 90.97B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 86.83B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.11B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.19B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.08B | 5.93 | 8.36 | 7.47 | ||
First Eagle Global A | 15.15B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.72B | 3.71 | 4.59 | 5.38 | ||
American Funds Capital Income BB | 14.33B | 5.66 | 6.75 | 6.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.14 | 191.66 | +0.59% | |
Philip Morris | US7181721090 | 2.62 | 151.48 | -0.65% | |
Cap Grp Cent Fd Ser Ii | - | 2.41 | - | - | |
AbbVie | US00287Y1091 | 2.04 | 210.01 | -0.92% | |
Microsoft | US5949181045 | 1.90 | 391.26 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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