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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1233 | 1056 | 1280 | 1349 | 1871 | 3145 |
Fund Return | 23.3% | 5.56% | 28.02% | 10.5% | 13.34% | 12.14% |
Place in category | 1006 | 1080 | 1068 | 636 | 849 | 415 |
% in Category | 72 | 77 | 76 | 49 | 71 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.13B | 3.93 | -5.77 | 3.00 | ||
Capital Group CA Core Municipal | 627.22M | 2.09 | 0.59 | 1.67 | ||
Capital Group CA Short-Term Municip | 108.8M | 2.35 | 0.78 | 1.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.69 | 422.37 | -1.28% | |
Broadcom | US11135F1012 | 5.18 | 228.64 | -3.29% | |
Alphabet C | US02079K1079 | 3.89 | 196.71 | -0.63% | |
Visa A | US92826C8394 | 3.57 | 311.67 | -0.44% | |
Apple | US0378331005 | 3.14 | 242.21 | -1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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