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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1015 | 1102 | 1099 | 1303 | 1659 |
Fund Return | 3.03% | 1.5% | 10.16% | 3.21% | 5.44% | 5.19% |
Place in category | 84 | 216 | 206 | 174 | 161 | 104 |
% in Category | 24 | 59 | 55 | 52 | 47 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.06B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.58B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 2.77B | 3.96 | 9.51 | 11.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.87B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.07B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.31B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 14.94B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.75B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.64 | 224.87 | -2.81% | |
Microsoft | US5949181045 | 2.94 | 409.75 | -1.46% | |
Meta Platforms | US30303M1027 | 1.89 | 714.52 | +0.36% | |
Apple | US0378331005 | 1.70 | 227.63 | -2.40% | |
Alphabet A | US02079K3059 | 1.61 | 185.34 | -3.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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