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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1000 | 1167 | 1336 | 1801 | 2879 |
Fund Return | 1.3% | 0.03% | 16.68% | 10.13% | 12.48% | 11.15% |
Place in category | 270 | 153 | 64 | 61 | 104 | 28 |
% in Category | 76 | 40 | 20 | 20 | 35 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 89.97B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 86.31B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.52B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.16B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 36.58B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 23.53B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 18.56B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 16.14B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 7.34 | 197.77 | +4.04% | |
Amazon.com | US0231351067 | 5.01 | 198.36 | +0.90% | |
Microsoft | US5949181045 | 4.92 | 380.41 | -0.01% | |
Meta Platforms | US30303M1027 | 3.41 | 622.78 | +2.82% | |
NVIDIA | US67066G1040 | 2.89 | 115.20 | +5.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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