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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 1005 | 1175 | 1178 | 1338 | 1590 |
Fund Return | 12.09% | 0.49% | 17.48% | 5.62% | 6% | 4.75% |
Place in category | 131 | 248 | 112 | 84 | 145 | 129 |
% in Category | 36 | 75 | 30 | 24 | 44 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.36B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 113.45B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.29B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.99B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.75B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 37B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 18.23B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.93B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.67B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 202.13 | -17.40% | |
Philip Morris | US7181721090 | 2.63 | 130.43 | +2.47% | |
AbbVie | US00287Y1091 | 2.43 | 176.90 | +3.88% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 434.56 | -2.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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