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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1032 | 1181 | 920 | 1416 | 2260 |
Fund Return | 8.39% | 3.16% | 18.08% | -2.72% | 7.2% | 8.5% |
Place in category | 96 | 69 | 83 | 96 | 62 | 15 |
% in Category | 58 | 50 | 50 | 60 | 46 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.09B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.38B | 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 SMALLCAP World A | 27.36B | 2.32 | -5.18 | 7.70 | ||
American Funds SMALLCAP World R6 | 27.1B | 2.71 | -4.82 | 8.10 | ||
American Funds SMALLCAP World F2 | 10.19B | 2.60 | -4.92 | 7.98 | ||
Old Westbury Small & Mid Cap Strate | 8.96B | 7.76 | -2.32 | 5.58 | ||
American Funds SMALLCAP World 529A | 1.57B | 2.29 | -5.21 | 7.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topbuild Corp | US89055F1030 | 1.14 | 342.68 | -2.72% | |
CAVA Group | US1489291021 | 0.93 | 135.05 | -2.81% | |
Comfort Systems | US1999081045 | 0.91 | 436.75 | +0.67% | |
Molina Healthcare | US60855R1005 | 0.85 | 310.41 | -0.79% | |
Ares Management | US03990B1017 | 0.85 | 198.22 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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