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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 950 | 945 | 1097 | 1503 | 1780 | 2828 |
Fund Return | -5.03% | -5.45% | 9.71% | 14.56% | 12.23% | 10.96% |
Place in category | - | - | - | - | - | - |
% in Category | 70 | 87 | 66 | 8 | 5 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 78.12B | 10.84 | 3.73 | 6.72 | ||
Vanguard LifeStrategy Growth Inv | 21.96B | 13.18 | 3.61 | 7.95 | ||
American Funds Income Fund of A R6 | 22.33B | 11.22 | 4.05 | 7.03 | ||
American Funds Income Fund of Ame | 14.31B | 11.08 | 3.93 | 6.92 | ||
American Funds Growth and Inc A | 12.83B | 14.57 | 4.62 | 8.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Stock | - | 18.01 | - | - | |
Vanguard 500 Index Admiral | - | 13.62 | - | - | |
Harbor Capital Appreciation Retirement | - | 9.01 | - | - | |
Vanguard Total Bond Market Index Adm | - | 6.98 | - | - | |
Vanguard US Growth Admiral™ | - | 6.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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