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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1001 | 1125 | 1219 | 1586 | 2311 |
Fund Return | 2.14% | 0.06% | 12.53% | 6.81% | 9.67% | 8.74% |
Place in category | 452 | 209 | 156 | 127 | 120 | 24 |
% in Category | 56 | 24 | 21 | 21 | 21 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.49B | -1.04 | 15.15 | 13.62 | ||
Janus Balanced I | 11.93B | 2.12 | 6.71 | 8.65 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 102.5B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 51.47B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.18 | 359.84 | -3.56% | |
NVIDIA | US67066G1040 | 4.74 | 94.31 | -7.36% | |
Apple | US0378331005 | 3.68 | 188.38 | -7.29% | |
Amazon.com | US0231351067 | 3.18 | 171.00 | -4.15% | |
Alphabet C | US02079K1079 | 3.13 | 147.74 | -3.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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