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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1017 | 1131 | 1292 | 1730 | 2234 |
Fund Return | 3.59% | 1.71% | 13.08% | 8.91% | 11.59% | 8.37% |
Place in category | 139 | 59 | 127 | 99 | 123 | 83 |
% in Category | 31 | 15 | 45 | 35 | 46 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.34B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 109.72B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 91.2B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 87.03B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.33B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.49B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 36.15B | 3.62 | 9.03 | 8.48 | ||
DFA Global Equity I | 9.03B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth A | 7.83B | 4.43 | 6.71 | 4.13 | ||
Templeton Growth Adv | 194.78M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.44 | 195.57 | +3.66% | |
Taiwan Semicon | TW0002330008 | 4.09 | 971.00 | +0.10% | |
Microsoft | US5949181045 | 3.78 | 387.82 | +1.12% | |
Apple | US0378331005 | 2.13 | 215.24 | +1.20% | |
Amazon.com | US0231351067 | 2.11 | 195.53 | +1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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