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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 1026 | 1327 | 1067 | 1814 | 2937 |
Fund Return | 15.27% | 2.61% | 32.74% | 2.19% | 12.65% | 11.38% |
Place in category | 155 | 137 | 167 | 117 | 61 | 19 |
% in Category | 44 | 42 | 49 | 39 | 26 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.78B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.15B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 93.83B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 88.35B | 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 | 61.4B | 14.97 | 1.86 | 11.03 | ||
Old Westbury Large Cap Strategies | 25.28B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 18.91B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.36B | 20.68 | 2.32 | 10.92 | ||
American Funds New Economy R6 | 11.02B | 21.02 | 2.68 | 11.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 563.09 | -0.43% | |
Microsoft | US5949181045 | 3.34 | 412.87 | -0.43% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,010.00 | -1.46% | |
Broadcom | US11135F1012 | 2.73 | 163.94 | +0.42% | |
Novo Nordisk B | DK0062498333 | 2.56 | 721.8 | -2.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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