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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1037 | 1151 | 1174 | 1474 | 2268 |
Fund Return | 2.02% | 3.69% | 15.09% | 5.5% | 8.07% | 8.53% |
Place in category | 584 | 189 | 197 | 224 | 182 | 59 |
% in Category | 74 | 28 | 28 | 35 | 30 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 18.14B | 1.99 | 14.95 | 14.72 | ||
Janus Balanced I | 11.98B | 2.03 | 5.92 | 8.98 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.55B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.43 | 134.26 | +3.41% | |
Microsoft | US5949181045 | 5.27 | 411.71 | +0.48% | |
Apple | US0378331005 | 3.69 | 227.45 | +0.03% | |
Amazon.com | US0231351067 | 2.88 | 233.80 | +2.03% | |
Alphabet C | US02079K1079 | 2.49 | 188.30 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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