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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 957 | 1065 | 1038 | 1250 | 1607 |
Fund Return | 6.48% | -4.33% | 6.48% | 1.24% | 4.57% | 4.86% |
Place in category | 223 | 263 | 223 | 184 | 173 | 108 |
% in Category | 58 | 76 | 58 | 57 | 49 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 156.95B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.57B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.99B | 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 Income Bldr | 62.22B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 36.84B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 18.11B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.84B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.62B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.64 | 222.43 | +2.16% | |
Microsoft | US5949181045 | 2.94 | 412.37 | +0.35% | |
Meta Platforms | US30303M1027 | 1.89 | 704.19 | +0.96% | |
Apple | US0378331005 | 1.70 | 232.80 | +2.10% | |
Alphabet A | US02079K3059 | 1.61 | 206.38 | +2.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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