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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 997 | 1085 | 1248 | 1759 | 2747 |
Fund Return | 2.09% | -0.26% | 8.54% | 7.67% | 11.95% | 10.63% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 145.27B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 110.21B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 92.3B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 88.06B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.69B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.06B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 37.87B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 24.15B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 19.16B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 16.71B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.73 | 998.00 | 0.00% | |
Microsoft | US5949181045 | 5.57 | 380.45 | +0.08% | |
NVIDIA | US67066G1040 | 4.04 | 108.76 | +1.66% | |
Broadcom | US11135F1012 | 2.67 | 190.09 | +3.06% | |
Alphabet A | US02079K3059 | 2.23 | 164.04 | -1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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