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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1023 | 1209 | 1121 | 1352 | 1748 |
Fund Return | 9.64% | 2.26% | 20.89% | 3.88% | 6.22% | 5.74% |
Place in category | 54 | 36 | 43 | 22 | 30 | 16 |
% in Category | 12 | 7 | 10 | 5 | 8 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.87B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.48B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.87B | 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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.92B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.56B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.21B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 9.01B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.02B | 7.59 | 2.14 | 4.29 |
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 | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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