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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1029 | 1171 | 897 | 1354 | 2068 |
Fund Return | 7.55% | 2.93% | 17.08% | -3.57% | 6.26% | 7.54% |
Place in category | 115 | 81 | 100 | 109 | 84 | 32 |
% in Category | 62 | 52 | 56 | 63 | 60 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.05B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.94B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94.59B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.87B | 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 | 27.18B | 8.26 | -2.87 | 8.33 | ||
American Funds SMALLCAP World R6 | 26.42B | 8.63 | -2.50 | 8.73 | ||
American Funds SMALLCAP World F2 | 10.02B | 8.52 | -2.60 | 8.61 | ||
Old Westbury Small & Mid Cap Strate | 8.7B | 13.67 | 0.49 | 6.09 | ||
American Funds SMALLCAP World 529A | 1.57B | 8.23 | -2.90 | 8.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Topbuild Corp | US89055F1030 | 1.14 | 319.71 | +1.01% | |
CAVA Group | US1489291021 | 0.93 | 118.88 | +3.30% | |
Comfort Systems | US1999081045 | 0.91 | 456.03 | +1.67% | |
Molina Healthcare | US60855R1005 | 0.85 | 298.31 | +1.30% | |
Ares Management | US03990B1017 | 0.85 | 180.30 | -0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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