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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 981 | 1137 | 1131 | 1405 | 2193 |
Fund Return | 13.7% | -1.94% | 13.7% | 4.18% | 7.04% | 8.17% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
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% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.23B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 35.78B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 15.44B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.2B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth R6 | 282.78M | 5.73 | 4.35 | 4.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.91 | 229.31 | +0.29% | |
Microsoft | US5949181045 | 3.58 | 424.56 | +0.52% | |
Taiwan Semicon | TW0002330008 | 3.34 | 1,100.00 | 0% | |
Apple | US0378331005 | 2.10 | 242.70 | +0.20% | |
Philip Morris | US7181721090 | 1.75 | 121.86 | +0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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