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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1190 | 1000 | 1190 | 1276 | 1764 | 2915 |
Fund Return | 18.96% | 0.04% | 18.96% | 8.45% | 12.03% | 11.29% |
Place in category | 1022 | 1092 | 1022 | 461 | 839 | 558 |
% in Category | 71 | 76 | 71 | 34 | 70 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 156.95B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.09B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.38B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 8.42 | 222.43 | +2.16% | |
Microsoft | US5949181045 | 5.52 | 412.37 | +0.35% | |
UnitedHealth | US91324P1021 | 2.52 | 545.45 | -0.50% | |
Apple | US0378331005 | 2.46 | 232.80 | +2.10% | |
Eli Lilly | US5324571083 | 2.33 | 826.07 | +1.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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