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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1015 | 1215 | 1074 | 1354 | 1666 |
Fund Return | 8.4% | 1.5% | 21.55% | 2.39% | 6.25% | 5.24% |
Place in category | 183 | 109 | 140 | 145 | 112 | 79 |
% in Category | 47 | 29 | 36 | 44 | 34 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.6B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 109.73B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.29B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.16B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.49B | 11.50 | 5.15 | 5.60 | ||
First Eagle Global I | 36.65B | 16.17 | 7.37 | 7.69 | ||
American Funds Capital Income Bld | 17.5B | 11.79 | 5.49 | 5.93 | ||
First Eagle Global A | 14.88B | 15.95 | 7.12 | 7.41 | ||
American Funds Capital Income BB | 13.65B | 11.69 | 5.39 | 5.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.85 | 415.00 | -2.79% | |
Broadcom | US11135F1012 | 2.57 | 164.84 | -3.25% | |
Meta Platforms | US30303M1027 | 1.65 | 554.08 | -4.00% | |
Rtx Corp | US75513E1010 | 1.61 | 118.53 | +0.20% | |
Freeport-McMoran | US35671D8570 | 1.53 | 42.70 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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