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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 942 | 937 | 1120 | 1604 | 1948 | 3323 |
Fund Return | -5.81% | -6.25% | 12.01% | 17.07% | 14.26% | 12.76% |
Place in category | - | - | - | - | - | - |
% in Category | 66 | 75 | 57 | 5 | 2 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.87B | 20.23 | 4.21 | 10.55 | ||
JHVIT Strategic Equity Allocation T | 7.18B | 15.65 | 5.37 | 9.55 | ||
JPMorgan Investor Growth A | 4.76B | 15.05 | 4.74 | 9.13 | ||
Franklin Mutual Shares Z | 4.11B | 11.51 | 5.68 | 6.21 | ||
American Funds Growth Portfolio 52A | 3.02B | 20.15 | 4.16 | 10.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Stock | - | 21.78 | - | - | |
Vanguard 500 Index Admiral | - | 16.49 | - | - | |
Harbor Capital Appreciation Retirement | - | 10.91 | - | - | |
Vanguard US Growth Admiral™ | - | 7.92 | - | - | |
Goldman Sachs Growth Opportunities R6 | - | 7.19 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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