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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 978 | 925 | 987 | 973 | 1351 | 1973 |
Fund Return | -2.16% | -7.53% | -1.34% | -0.9% | 6.2% | 7.03% |
Place in category | 131 | 110 | 121 | 101 | 86 | 22 |
% in Category | 83 | 75 | 75 | 60 | 61 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.73B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 109.67B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 90.97B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 86.83B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.11B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World R6 | 26.1B | -2.10 | -0.55 | 7.41 | ||
American Funds SMALLCAP World A | 25.27B | -2.15 | -0.93 | 7.01 | ||
American Funds SMALLCAP World F2 | 8.48B | -2.12 | -0.66 | 7.29 | ||
Old Westbury Small & Mid Cap Strate | 8.64B | 1.19 | 1.56 | 5.33 | ||
American Funds SMALLCAP World 529A | 1.46B | -2.16 | -0.96 | 6.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comfort Systems | US1999081045 | 0.95 | 352.15 | -1.30% | |
Topbuild Corp | US89055F1030 | 0.91 | 298.52 | -2.62% | |
eMemory Tech | TW0003529004 | 0.82 | 2,575.00 | -3.74% | |
CAVA Group | US1489291021 | 0.79 | 83.85 | -0.96% | |
Saia | US78709Y1055 | 0.77 | 362.90 | +3.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Neutral | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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