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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1078 | 1294 | 1500 | 2079 | 3326 |
Fund Return | 4.67% | 7.84% | 29.37% | 14.48% | 15.76% | 12.77% |
Place in category | 122 | 99 | 113 | 41 | 136 | 367 |
% in Category | 9 | 9 | 9 | 4 | 12 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.06B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.58B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 2.77B | 3.96 | 9.51 | 11.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.90 | 409.75 | -1.46% | |
Broadcom | US11135F1012 | 6.27 | 224.87 | -2.81% | |
Meta Platforms | US30303M1027 | 4.65 | 714.52 | +0.36% | |
Amazon.com | US0231351067 | 4.00 | 229.15 | -4.05% | |
Apple | US0378331005 | 3.16 | 227.63 | -2.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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