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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 971 | 1137 | 1049 | 1593 | 2773 |
Fund Return | 13.68% | -2.9% | 13.68% | 1.61% | 9.76% | 10.74% |
Place in category | 11 | 14 | 11 | 14 | 6 | 3 |
% in Category | 58 | 69 | 58 | 51 | 48 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.16B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.92B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.04B | 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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.94B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 38.84B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 24.88B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.56B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.98B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.73 | 1,135.00 | +1.34% | |
Microsoft | US5949181045 | 5.57 | 442.33 | -1.09% | |
NVIDIA | US67066G1040 | 4.04 | 123.70 | -4.03% | |
Broadcom | US11135F1012 | 2.67 | 206.35 | -0.49% | |
Alphabet A | US02079K3059 | 2.23 | 195.41 | +0.06% |
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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