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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 996 | 1146 | 1103 | 1341 | 1664 |
Fund Return | 9.16% | -0.39% | 14.55% | 3.32% | 6.04% | 5.23% |
Place in category | 230 | 296 | 210 | 180 | 139 | 89 |
% in Category | 64 | 88 | 58 | 57 | 42 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.85B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 112.03B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 89.75B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 89.76B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.75B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 36.1B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.8B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.65B | 16.56 | 8.62 | 7.29 | ||
American Funds Capital Income BB | 13.86B | 13.10 | 6.66 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.85 | 441.19 | +0.87% | |
Broadcom | US11135F1012 | 2.57 | 226.80 | +1.42% | |
Meta Platforms | US30303M1027 | 1.65 | 606.18 | +1.51% | |
Rtx Corp | US75513E1010 | 1.61 | 117.11 | +2.32% | |
Freeport-McMoran | US35671D8570 | 1.53 | 38.62 | -0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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