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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 1087 | 1241 | 1225 | 1438 | 1788 |
Fund Return | 13.52% | 8.73% | 24.07% | 6.98% | 7.54% | 5.99% |
Place in category | 84 | 41 | 81 | 31 | 81 | 47 |
% in Category | 24 | 10 | 22 | 8 | 25 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 146.03B | 22.91 | 7.56 | 13.48 | ||
American Funds American Balanced A | 109.12B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 91.92B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 87.48B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Eagle Global I | 37.1B | 18.49 | 9.27 | 7.85 | ||
American Funds Capital Income Bld | 17.57B | 13.80 | 7.33 | 6.32 | ||
American Funds Global Balanced R6 | 15.51B | 11.62 | 4.31 | 5.66 | ||
First Eagle Global A | 15.13B | 18.28 | 9.01 | 7.58 | ||
American Funds Capital Income BB | 13.75B | 13.70 | 7.22 | 6.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 168.92 | -0.50% | |
Philip Morris | US7181721090 | 2.63 | 130.65 | -1.54% | |
AbbVie | US00287Y1091 | 2.43 | 203.55 | -0.16% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 410.37 | +0.99% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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