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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1018 | 1165 | 1157 | 1359 | 1757 |
Fund Return | 11.59% | 1.79% | 16.48% | 5% | 6.33% | 5.8% |
Place in category | 90 | 253 | 84 | 31 | 36 | 21 |
% in Category | 20 | 58 | 19 | 6 | 9 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.68B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.3B | 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 | 5.87B | 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 | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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