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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1018 | 1164 | 1156 | 1358 | 1749 |
Fund Return | 11.57% | 1.77% | 16.45% | 4.94% | 6.31% | 5.75% |
Place in category | 91 | 259 | 85 | 35 | 38 | 26 |
% in Category | 20 | 59 | 19 | 7 | 10 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.58B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.41B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.18B | 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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 9.19 | 2.86 | 5.57 | ||
Vanguard Tax-Managed Balanced Adm | 10.51B | 14.33 | 5.59 | 7.71 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 9.73 | 2.04 | 5.00 | ||
Vanguard Wellesley Income Inv | 8.94B | 9.11 | 2.77 | 5.49 | ||
BlackRock Multi-Asset Income Instl | 5.94B | 9.78 | 3.29 | 4.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 15.06 | - | - | |
American Funds Capital Income Bldr R6 | - | 15.06 | - | - | |
American Funds Multi-Sector Income R-6 | - | 14.90 | - | - | |
American Funds Bond Fund of Amer R6 | - | 14.86 | - | - | |
American Funds American Mutual R6 | - | 10.09 | - | - |
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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