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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1038 | 1155 | 1188 | 1504 | 2364 |
Fund Return | 2.03% | 3.79% | 15.54% | 5.92% | 8.51% | 8.98% |
Place in category | 578 | 167 | 161 | 159 | 133 | 28 |
% in Category | 73 | 26 | 24 | 25 | 23 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 18.14B | 1.99 | 14.95 | 14.72 | ||
Janus Enterprise I | 9.31B | 4.67 | 8.55 | 12.78 | ||
Janus Henderson Balanced Portfolio | 8.72B | 2.02 | 5.72 | 8.70 | ||
Janus Enterprise N | 7.01B | 4.68 | 8.65 | 12.88 | ||
Janus Research T | 5.7B | 1.98 | 14.84 | 14.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.6B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.09B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.43 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 5.27 | 408.21 | -1.90% | |
Apple | US0378331005 | 3.69 | 245.55 | -0.11% | |
Amazon.com | US0231351067 | 2.88 | 216.58 | -2.83% | |
Alphabet C | US02079K1079 | 2.49 | 181.58 | -2.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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