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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 979 | 925 | 989 | 980 | 1367 | 2022 |
Fund Return | -2.12% | -7.46% | -1.1% | -0.66% | 6.45% | 7.29% |
Place in category | 124 | 105 | 118 | 98 | 78 | 17 |
% in Category | 81 | 74 | 75 | 60 | 57 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.02B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 107.94B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 88.88B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 84.94B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 76.89B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 25.29B | -2.10 | -0.55 | 7.41 | ||
American Funds SMALLCAP World A | 24.58B | -2.15 | -0.93 | 7.01 | ||
Old Westbury Small & Mid Cap Strate | 8.45B | 1.19 | 1.56 | 5.33 | ||
American Funds SMALLCAP World 529A | 1.42B | -2.16 | -0.96 | 6.96 | ||
Oppenheimer Global Opportunities A | 1.26B | -1.83 | -9.03 | 5.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comfort Systems | US1999081045 | 0.95 | 341.13 | +4.24% | |
Topbuild Corp | US89055F1030 | 0.91 | 299.25 | +1.38% | |
eMemory Tech | TW0003529004 | 0.82 | 2,585.00 | +0.98% | |
CAVA Group | US1489291021 | 0.79 | 77.48 | +4.60% | |
Saia | US78709Y1055 | 0.77 | 353.64 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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