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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 992 | 1243 | 827 | 1412 | 2140 |
Fund Return | 3.45% | -0.78% | 24.32% | -6.15% | 7.14% | 7.91% |
Place in category | 91 | 86 | 79 | 88 | 61 | 21 |
% in Category | 57 | 61 | 48 | 54 | 47 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 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 SMALLCAP World A | 28.27B | 3.50 | -6.11 | 7.94 | ||
American Funds SMALLCAP World R6 | 26.73B | 3.82 | -5.75 | 8.34 | ||
American Funds SMALLCAP World F2 | 10.26B | 3.73 | -5.86 | 8.23 | ||
Old Westbury Small & Mid Cap Strate | 9.19B | 8.04 | -3.03 | 5.64 | ||
American Funds SMALLCAP World 529A | 1.63B | 3.47 | -6.14 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topbuild Corp | US89055F1030 | 1.14 | 373.05 | +3.27% | |
CAVA Group | US1489291021 | 0.93 | 145.00 | +0.14% | |
Comfort Systems | US1999081045 | 0.91 | 491.06 | +0.22% | |
Molina Healthcare | US60855R1005 | 0.85 | 290.79 | -1.78% | |
Ares Management | US03990B1017 | 0.85 | 175.52 | +0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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