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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1241 | 1019 | 1241 | 1134 | 1706 | 2993 |
Fund Return | 24.09% | 1.94% | 24.09% | 4.29% | 11.27% | 11.58% |
Place in category | 49 | 47 | 49 | 65 | 72 | 21 |
% in Category | 16 | 19 | 16 | 22 | 27 | 15 |
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 New Perspective A | 60.75B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 37.47B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 24.39B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 18.84B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.2B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 7.34 | 215.66 | +4.51% | |
Amazon.com | US0231351067 | 5.01 | 234.64 | -1.03% | |
Microsoft | US5949181045 | 4.92 | 414.99 | -6.18% | |
Meta Platforms | US30303M1027 | 3.41 | 687.00 | +1.55% | |
NVIDIA | US67066G1040 | 2.89 | 124.65 | +0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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