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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 958 | 1026 | 859 | 1309 | 2156 |
Fund Return | 2.6% | -4.22% | 2.6% | -4.92% | 5.54% | 7.98% |
Place in category | 83 | 59 | 83 | 99 | 62 | 15 |
% in Category | 53 | 41 | 53 | 61 | 48 | 23 |
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 SMALLCAP World A | 27.13B | 2.32 | -5.18 | 7.70 | ||
American Funds SMALLCAP World R6 | 26.65B | 2.71 | -4.82 | 8.10 | ||
Old Westbury Small & Mid Cap Strate | 8.81B | 7.76 | -2.32 | 5.58 | ||
American Funds SMALLCAP World 529A | 1.59B | 2.29 | -5.21 | 7.65 | ||
Oppenheimer Global Opportunities A | 1.45B | -7.47 | -14.10 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topbuild Corp | US89055F1030 | 1.14 | 354.08 | +0.94% | |
CAVA Group | US1489291021 | 0.93 | 123.39 | +2.40% | |
Comfort Systems | US1999081045 | 0.91 | 550.27 | +3.98% | |
Molina Healthcare | US60855R1005 | 0.85 | 302.67 | +1.76% | |
Ares Management | US03990B1017 | 0.85 | 193.81 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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