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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 991 | 1172 | 1089 | 1722 | 2961 |
Fund Return | 17.16% | -0.86% | 17.16% | 2.9% | 11.48% | 11.47% |
Place in category | 135 | 134 | 135 | 106 | 64 | 26 |
% in Category | 37 | 40 | 37 | 31 | 26 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.51B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.72B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.02B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.15B | 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 | 62.68B | 16.79 | 2.57 | 11.12 | ||
Old Westbury Large Cap Strategies | 24.78B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.49B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.99B | 23.66 | 3.93 | 11.21 | ||
American Funds New Economy R6 | 11.25B | 24.09 | 4.29 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 616.46 | +0.60% | |
Microsoft | US5949181045 | 3.34 | 428.50 | -0.12% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,120.00 | 0.00% | |
Broadcom | US11135F1012 | 2.73 | 240.31 | +1.21% | |
Novo Nordisk B | DK0062498333 | 2.56 | 573.6 | +4.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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