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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1026 | 1321 | 1247 | 1842 | 3039 |
Fund Return | 17.4% | 2.62% | 32.11% | 7.64% | 12.99% | 11.76% |
Place in category | 887 | 920 | 1016 | 206 | 827 | 657 |
% in Category | 77 | 79 | 89 | 24 | 81 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.17B | 5.59 | -6.45 | 3.09 | ||
Capital Group CA Core Municipal | 638.71M | 1.16 | 0.41 | 1.59 | ||
Capital Group CA Short-Term Municip | 107.23M | 1.86 | 0.67 | 1.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.55B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.69 | 417.00 | +1.00% | |
Broadcom | US11135F1012 | 5.18 | 164.23 | +0.18% | |
Alphabet C | US02079K1079 | 3.89 | 166.57 | -1.58% | |
Visa A | US92826C8394 | 3.57 | 309.92 | +0.01% | |
Apple | US0378331005 | 3.14 | 229.87 | +0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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