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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1235 | 1010 | 1235 | 1259 | 1785 | 2709 |
Fund Return | 23.52% | 0.97% | 23.52% | 7.98% | 12.29% | 10.48% |
Place in category | 70 | 87 | 70 | 7 | 41 | 71 |
% in Category | 19 | 27 | 19 | 2 | 18 | 34 |
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 New Perspective A | 60.75B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 37.47B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 24.39B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 18.84B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.2B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.03 | 124.65 | +0.77% | |
Microsoft | US5949181045 | 5.20 | 414.99 | -6.18% | |
Alphabet C | US02079K1079 | 3.78 | 202.63 | +2.76% | |
Apple | US0378331005 | 3.40 | 237.59 | -0.74% | |
Amazon.com | US0231351067 | 3.23 | 234.64 | -1.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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