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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1039 | 1222 | 1159 | 1532 | 2278 |
Fund Return | 17.58% | 3.87% | 22.2% | 5.05% | 8.91% | 8.58% |
Place in category | 114 | 213 | 130 | 280 | 140 | 48 |
% in Category | 18 | 36 | 20 | 43 | 26 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.97B | 35.00 | 11.26 | 14.41 | ||
Janus Balanced I | 12B | 17.80 | 5.25 | 8.86 | ||
Janus Enterprise I | 9.36B | 21.97 | 8.38 | 12.97 | ||
Janus Enterprise N | 7.24B | 22.08 | 8.49 | 13.07 | ||
Janus Research T | 5.68B | 34.85 | 11.14 | 14.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.1B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 56.02B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced C | 42.26B | 17.61 | 5.60 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.75 | 439.33 | +0.94% | |
NVIDIA | US67066G1040 | 4.84 | 140.22 | +0.39% | |
Apple | US0378331005 | 3.62 | 258.20 | +1.15% | |
Alphabet C | US02079K1079 | 2.62 | 197.57 | +0.81% | |
Amazon.com | US0231351067 | 2.43 | 229.05 | +1.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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