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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1008 | 1188 | 1217 | 1414 | 1775 |
Fund Return | 13.23% | 0.76% | 18.79% | 6.78% | 7.17% | 5.9% |
Place in category | 74 | 219 | 68 | 31 | 55 | 38 |
% in Category | 24 | 68 | 22 | 12 | 19 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.58B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.41B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.18B | 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% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.36B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 36.1B | 16.80 | 8.87 | 7.56 | ||
First Eagle Global A | 14.65B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.18B | 9.16 | 3.32 | 5.23 | ||
American Funds Capital Income BB | 13.56B | 13.10 | 6.66 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 223.62 | -6.91% | |
Philip Morris | US7181721090 | 2.63 | 124.55 | -1.18% | |
AbbVie | US00287Y1091 | 2.43 | 173.02 | -1.35% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 437.39 | -3.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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