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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 982 | 1142 | 1146 | 1525 | 2252 |
Fund Return | 14.16% | -1.84% | 14.16% | 4.64% | 8.8% | 8.46% |
Place in category | 153 | 137 | 153 | 139 | 140 | 83 |
% in Category | 51 | 44 | 51 | 49 | 49 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 93.12B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 87.3B | 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 World Gr&Inc | 56.23B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 35.78B | 14.26 | 4.75 | 8.57 | ||
DFA Global Equity I | 9.2B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.81B | 5.42 | 4.04 | 3.97 | ||
Templeton Growth Adv | 189.23M | 5.67 | 4.31 | 4.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.90 | 224.31 | -2.18% | |
Microsoft | US5949181045 | 3.57 | 418.95 | -1.32% | |
Taiwan Semicon | TW0002330008 | 3.34 | 1,100.00 | 0.00% | |
Apple | US0378331005 | 2.10 | 236.85 | -2.41% | |
Philip Morris | US7181721090 | 1.74 | 117.15 | -3.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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