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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1077 | 1280 | 1339 | 1753 | 3015 |
Fund Return | 5.07% | 7.68% | 27.97% | 10.22% | 11.89% | 11.67% |
Place in category | 75 | 61 | 55 | 50 | 93 | 42 |
% in Category | 23 | 22 | 17 | 15 | 31 | 24 |
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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 63.14B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 38.96B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.08B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.67B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 18.01B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 7.34 | 233.16 | +3.69% | |
Amazon.com | US0231351067 | 5.01 | 232.76 | +1.58% | |
Microsoft | US5949181045 | 4.92 | 414.23 | +1.09% | |
Meta Platforms | US30303M1027 | 3.41 | 718.89 | +0.61% | |
NVIDIA | US67066G1040 | 2.89 | 133.49 | +2.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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