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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1000 | 1124 | 1215 | 1579 | 2293 |
Fund Return | 2.12% | 0.03% | 12.41% | 6.71% | 9.57% | 8.65% |
Place in category | 461 | 218 | 165 | 139 | 132 | 25 |
% in Category | 56 | 26 | 23 | 23 | 23 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.49B | -1.04 | 15.15 | 13.62 | ||
Janus Enterprise I | 9.01B | 1.45 | 7.70 | 11.75 | ||
Janus Henderson Balanced Portfolio | 8.66B | 2.11 | 6.51 | 8.38 | ||
Janus Enterprise N | 6.81B | 1.47 | 7.81 | 11.85 | ||
Janus Research T | 5.51B | -1.05 | 15.03 | 13.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.18 | 378.80 | -3.02% | |
NVIDIA | US67066G1040 | 4.74 | 109.67 | -1.58% | |
Apple | US0378331005 | 3.68 | 217.90 | -2.66% | |
Amazon.com | US0231351067 | 3.18 | 192.72 | -4.29% | |
Alphabet C | US02079K1079 | 3.13 | 156.06 | -4.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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