
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1014 | 1083 | 993 | 1339 | 2174 |
Fund Return | 2.53% | 1.36% | 8.31% | -0.23% | 6.01% | 8.08% |
Place in category | 97 | 80 | 91 | 101 | 71 | 22 |
% in Category | 62 | 52 | 58 | 60 | 52 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.7B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.4B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.76B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.34B | 2.52 | -0.26 | 8.05 | ||
American Funds SMALLCAP World R6 | 27.44B | 2.56 | 0.13 | 8.46 | ||
American Funds SMALLCAP World F2 | 10.25B | 2.55 | 0.02 | 8.34 | ||
Old Westbury Small & Mid Cap Strate | 9.02B | 3.31 | 1.73 | 6.07 | ||
American Funds SMALLCAP World 529A | 1.57B | 2.52 | -0.29 | 8.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Comfort Systems | US1999081045 | 0.95 | 395.86 | +0.32% | |
Topbuild Corp | US89055F1030 | 0.91 | 320.32 | -0.31% | |
eMemory Tech | TW0003529004 | 0.82 | 3,045.00 | 0.00% | |
CAVA Group | US1489291021 | 0.79 | 119.42 | -10.42% | |
Saia | US78709Y1055 | 0.77 | 476.40 | -5.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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