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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1173 | 1028 | 1320 | 1139 | 1872 | 2973 |
Fund Return | 17.27% | 2.78% | 32.04% | 4.45% | 13.35% | 11.51% |
Place in category | 8 | 16 | 9 | 6 | 1 | 2 |
% in Category | 53 | 82 | 51 | 49 | 27 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.43B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 112.02B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.86B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.47B | 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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.08B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 38.42B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.66B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 19.38B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 18.03B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.49 | 423.13 | +1.22% | |
Taiwan Semicon | TW0002330008 | 5.17 | 1,085.00 | 0.00% | |
NVIDIA | US67066G1040 | 3.62 | 148.29 | +2.10% | |
Novo Nordisk B | DK0062498333 | 2.94 | 748.9 | -3.23% | |
Alphabet A | US02079K3059 | 2.58 | 181.62 | +0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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