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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1000 | 1112 | 1064 | 1345 | 1936 |
Fund Return | 2.69% | 0.04% | 11.2% | 2.1% | 6.1% | 6.83% |
Place in category | 110 | 102 | 428 | 78 | 73 | 2 |
% in Category | 15 | 12 | 55 | 17 | 15 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 151.71B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 112.12B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 94.65B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 90.13B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 75.8B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 26.95B | 0.43 | 1.47 | 4.80 | ||
Fidelity Series Emerging Markets | 21.96B | 1.86 | -0.98 | 5.15 | ||
US00771X4198 | 19.85B | 0.06 | 2.94 | - | ||
American Funds New World F2 | 17.79B | 2.68 | 2.00 | 6.71 | ||
Vanguard Emerging Mkts Stock Idx Ad | 16.51B | 0.46 | -0.11 | 3.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.95 | 1,020.00 | -1.92% | |
Tencent Holdings | KYG875721634 | 2.62 | 483.20 | +0.96% | |
Microsoft | US5949181045 | 2.61 | 390.83 | -1.55% | |
MercadoLibre | US58733R1023 | 1.85 | 2,084.34 | -1.77% | |
Broadcom | US11135F1012 | 1.78 | 186.87 | -6.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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