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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 979 | 979 | 1054 | 1156 | 1633 | 2164 |
Fund Return | -2.06% | -2.06% | 5.36% | 4.94% | 10.31% | 8.03% |
Place in category | 616 | 616 | 338 | 223 | 265 | 48 |
% in Category | 83 | 83 | 46 | 32 | 42 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Janus Research D | 17.49B | -9.50 | 11.00 | 12.70 | ||
Janus Balanced I | 11.93B | -2.05 | 5.13 | 8.30 | ||
Janus Enterprise I | 9.01B | -4.03 | 5.61 | 11.02 | ||
Janus Enterprise N | 6.81B | -4.00 | 5.71 | 11.13 | ||
Janus Research T | 5.51B | -9.53 | 10.88 | 12.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.1B | -0.23 | 6.19 | 8.03 | ||
Vanguard Wellington Admiral | 99.51B | -1.64 | 5.79 | 8.17 | ||
American Funds American Balanced R6 | 52.8B | -0.15 | 6.52 | 8.36 | ||
Vanguard Balanced Index Adm | 46.71B | -1.84 | 5.20 | 7.78 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.25 | 388.45 | +1.86% | |
NVIDIA | US67066G1040 | 4.74 | 110.93 | +3.12% | |
Apple | US0378331005 | 3.63 | 198.15 | +4.06% | |
Amazon.com | US0231351067 | 3.19 | 184.87 | +2.01% | |
Alphabet C | US02079K1079 | 3.08 | 159.40 | +2.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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