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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1000 | 1151 | 1104 | 1473 | 2240 |
Fund Return | 15.14% | 0.01% | 15.14% | 3.35% | 8.06% | 8.4% |
Place in category | 95 | 160 | 95 | 239 | 138 | 45 |
% in Category | 15 | 25 | 15 | 38 | 24 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.86B | 35.09 | 10.63 | 14.42 | ||
Janus Balanced I | 11.76B | 15.40 | 3.59 | 8.68 | ||
Janus Enterprise I | 8.79B | 15.27 | 4.53 | 12.24 | ||
Janus Henderson Balanced Portfolio | 8.63B | 15.15 | 3.40 | 8.40 | ||
Janus Enterprise N | 6.76B | 15.39 | 4.63 | 12.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.46B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.43 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 5.27 | 415.06 | +0.02% | |
Apple | US0378331005 | 3.69 | 236.00 | -0.67% | |
Amazon.com | US0231351067 | 2.88 | 237.68 | +1.30% | |
Alphabet C | US02079K1079 | 2.49 | 205.60 | +1.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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