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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1017 | 1128 | 1283 | 1710 | 2184 |
Fund Return | 3.57% | 1.66% | 12.84% | 8.66% | 11.33% | 8.12% |
Place in category | 142 | 64 | 140 | 122 | 138 | 101 |
% in Category | 31 | 16 | 48 | 41 | 51 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.74B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 88.93B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 85.72B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.69B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr R6 | 35.31B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.5B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 8.89B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 190.1M | 4.48 | 6.97 | 4.39 | ||
Templeton Growth R | 50.15M | 4.38 | 6.44 | 3.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.44 | 169.12 | -1.67% | |
Taiwan Semicon | TW0002330008 | 4.09 | 952.00 | -0.63% | |
Microsoft | US5949181045 | 3.78 | 378.80 | -3.02% | |
Apple | US0378331005 | 2.13 | 217.90 | -2.66% | |
Amazon.com | US0231351067 | 2.11 | 192.72 | -4.29% |
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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