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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 980 | 1085 | 1068 | 1257 | 1616 |
Fund Return | 8.5% | -2.01% | 8.5% | 2.23% | 4.68% | 4.92% |
Place in category | 116 | 281 | 116 | 72 | 101 | 74 |
% in Category | 26 | 62 | 26 | 15 | 24 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 93.12B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 87.3B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.5B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.91B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Multi-Sector Income R-6 | - | 15.10 | - | - | |
American Funds Bond Fund of Amer R6 | - | 15.09 | - | - | |
American Funds Capital Income Bldr R6 | - | 14.99 | - | - | |
American Funds Income Fund of Amer R6 | - | 14.99 | - | - | |
American Funds American High-Inc R6 | - | 10.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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