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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1045 | 1179 | 1243 | 1597 | 2291 |
Fund Return | 4.09% | 4.5% | 17.91% | 7.51% | 9.81% | 8.64% |
Place in category | 92 | 113 | 155 | 133 | 141 | 105 |
% in Category | 23 | 33 | 50 | 47 | 52 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 151.84B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 112.02B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 94.46B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 89.94B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 75.96B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr R6 | 36.91B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.05B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.37B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 7.86B | 3.63 | 6.21 | 4.64 | ||
Templeton Growth Adv | 194.81M | 3.68 | 6.49 | 4.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.44 | 197.80 | -7.11% | |
Taiwan Semicon | TW0002330008 | 4.09 | 1,040.00 | -1.89% | |
Microsoft | US5949181045 | 3.78 | 392.53 | -1.80% | |
Apple | US0378331005 | 2.13 | 237.30 | -1.27% | |
Amazon.com | US0231351067 | 2.11 | 208.74 | -2.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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