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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1031 | 1179 | 916 | 1402 | 2215 |
Fund Return | 8.23% | 3.11% | 17.88% | -2.9% | 6.99% | 8.27% |
Place in category | 102 | 73 | 87 | 100 | 68 | 21 |
% in Category | 59 | 50 | 51 | 60 | 50 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.68B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.3B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27B | 8.26 | -2.87 | 8.33 | ||
American Funds SMALLCAP World R6 | 25.63B | 8.63 | -2.50 | 8.73 | ||
American Funds SMALLCAP World F2 | 9.84B | 8.52 | -2.60 | 8.61 | ||
Old Westbury Small & Mid Cap Strate | 8.63B | 13.67 | 0.49 | 6.09 | ||
Oppenheimer Global Opportunities A | 1.46B | -0.65 | -11.77 | 6.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topbuild Corp | US89055F1030 | 1.14 | 310.28 | +0.43% | |
CAVA Group | US1489291021 | 0.93 | 119.05 | +1.71% | |
Comfort Systems | US1999081045 | 0.91 | 438.44 | +0.74% | |
Molina Healthcare | US60855R1005 | 0.85 | 294.73 | +0.41% | |
Ares Management | US03990B1017 | 0.85 | 176.04 | +2.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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