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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1019 | 1143 | 1168 | 1399 | 1816 |
Fund Return | 2.97% | 1.89% | 14.27% | 5.31% | 6.95% | 6.15% |
Place in category | 103 | 158 | 58 | 49 | 51 | 42 |
% in Category | 28 | 48 | 19 | 15 | 17 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.84B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.89B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.72B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.91B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.87B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.68B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.93B | 4.64 | 7.66 | 7.70 | ||
First Eagle Global A | 15.26B | 4.61 | 7.40 | 7.42 | ||
American Funds Global Balanced R6 | 14.91B | 3.05 | 3.56 | 5.54 | ||
American Funds Capital Income BB | 14.34B | 2.96 | 5.20 | 6.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.14 | 226.74 | -0.87% | |
Philip Morris | US7181721090 | 2.62 | 151.57 | +1.18% | |
Cap Grp Cent Fd Ser Ii | - | 2.41 | - | - | |
AbbVie | US00287Y1091 | 2.04 | 200.88 | +1.79% | |
Microsoft | US5949181045 | 1.90 | 416.13 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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