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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 977 | 923 | 979 | 952 | 1301 | 1831 |
Fund Return | -2.26% | -7.68% | -2.06% | -1.64% | 5.41% | 6.23% |
Place in category | 139 | 120 | 130 | 114 | 108 | 40 |
% in Category | 85 | 77 | 77 | 64 | 75 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.74B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 88.93B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 85.72B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.69B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 25.71B | -2.10 | -0.55 | 7.41 | ||
American Funds SMALLCAP World A | 24.79B | -2.15 | -0.93 | 7.01 | ||
American Funds SMALLCAP World F2 | 8.34B | -2.12 | -0.66 | 7.29 | ||
Old Westbury Small & Mid Cap Strate | 8.56B | 1.19 | 1.56 | 5.33 | ||
American Funds SMALLCAP World 529A | 1.43B | -2.16 | -0.96 | 6.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comfort Systems | US1999081045 | 0.95 | 324.11 | -2.47% | |
Topbuild Corp | US89055F1030 | 0.91 | 305.63 | -1.73% | |
eMemory Tech | TW0003529004 | 0.82 | 2,440.00 | -3.94% | |
CAVA Group | US1489291021 | 0.79 | 85.85 | -2.87% | |
Saia | US78709Y1055 | 0.77 | 359.00 | -4.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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