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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1053 | 1228 | 1392 | 1885 | 3228 |
Fund Return | 3.97% | 5.31% | 22.83% | 11.66% | 13.52% | 12.43% |
Place in category | 330 | 980 | 877 | 407 | 716 | 460 |
% in Category | 22 | 68 | 63 | 31 | 62 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.65B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 113.65B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 98.04B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 91.4B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 2.77B | 3.96 | 9.51 | 11.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 8.42 | 224.87 | -2.81% | |
Microsoft | US5949181045 | 5.52 | 409.75 | -1.46% | |
UnitedHealth | US91324P1021 | 2.52 | 527.03 | -0.57% | |
Apple | US0378331005 | 2.46 | 227.63 | -2.40% | |
Eli Lilly | US5324571083 | 2.33 | 878.31 | +0.91% |
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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