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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1210 | 1042 | 1397 | 1082 | 1787 | 2916 |
Fund Return | 21.02% | 4.15% | 39.67% | 2.68% | 12.31% | 11.3% |
Place in category | 64 | 63 | 67 | 93 | 77 | 22 |
% in Category | 19 | 21 | 21 | 34 | 29 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.86B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.82B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.44B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 19.07B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.53B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 164.23 | +0.18% | |
Microsoft | US5949181045 | 5.01 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.88 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 3.30 | 559.14 | -0.70% | |
NVIDIA | US67066G1040 | 2.68 | 141.95 | -3.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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