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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 996 | 1146 | 1108 | 1346 | 1818 |
Fund Return | 9.19% | -0.37% | 14.61% | 3.47% | 6.13% | 6.16% |
Place in category | 49 | 54 | 48 | 19 | 22 | 5 |
% in Category | 64 | 88 | 58 | 55 | 41 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.17B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 112.65B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 96.62B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 90.03B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.98B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 36.45B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.84B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.81B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.48B | 9.16 | 3.32 | 5.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.84 | 447.27 | -0.51% | |
Broadcom | US11135F1012 | 2.57 | 224.80 | +24.43% | |
Federal National Mortgage Association 5% | - | 1.90 | - | - | |
Meta Platforms | US30303M1027 | 1.64 | 620.35 | -1.66% | |
Rtx Corp | US75513E1010 | 1.61 | 117.75 | +1.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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