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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 981 | 1139 | 1138 | 1507 | 2201 |
Fund Return | 13.9% | -1.89% | 13.9% | 4.4% | 8.55% | 8.21% |
Place in category | 162 | 145 | 162 | 153 | 153 | 99 |
% in Category | 53 | 47 | 53 | 52 | 54 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.98B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.79B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.01B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.84B | 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 R6 | 36.75B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 15.96B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.47B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth A | 7.99B | 5.42 | 4.04 | 3.97 | ||
Templeton Growth Adv | 195.75M | 5.67 | 4.31 | 4.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.44 | 207.36 | +2.57% | |
Taiwan Semicon | TW0002330008 | 4.09 | 1,135.00 | +1.34% | |
Microsoft | US5949181045 | 3.78 | 447.20 | +2.87% | |
Apple | US0378331005 | 2.13 | 238.26 | +3.65% | |
Amazon.com | US0231351067 | 2.11 | 238.15 | +1.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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