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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1070 | 1200 | 1324 | 1946 | 2216 |
Fund Return | 8.35% | 7.03% | 19.96% | 9.81% | 14.25% | 8.28% |
Place in category | 4 | 2 | 7 | 48 | 16 | 87 |
% in Category | 1 | 1 | 3 | 21 | 6 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 9.05B | 8.02 | 10.87 | 7.53 | ||
Thornburg Investment Income BuildeA | 4.53B | 7.92 | 10.58 | 7.25 | ||
Thornburg International Value I | 1.81B | 7.20 | 8.35 | 6.72 | ||
Thornburg Limited-Term Muni Inst | 1.79B | 1.47 | 1.55 | 1.43 | ||
Thornburg Intermediate Municipal In | 773.4M | 1.71 | 1.87 | 2.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.37B | 3.57 | 8.66 | 8.12 | ||
American Funds Capital World Gr R6 | 35.33B | 3.62 | 9.03 | 8.48 | ||
American Funds Capital World Gr I | 15.5B | 3.59 | 8.91 | 8.37 | ||
DFA Global Equity I | 8.91B | 2.12 | 8.85 | 9.42 | ||
Templeton Growth Adv | 190.01M | 4.48 | 6.97 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.96 | 605.71 | +1.29% | |
Alphabet A | US02079K3059 | 5.49 | 164.04 | -1.10% | |
Citigroup | US1729674242 | 4.49 | 67.50 | +0.13% | |
Taiwan Semicon | TW0002330008 | 4.19 | 971.00 | -2.71% | |
Charles Schwab | US8085131055 | 4.10 | 72.47 | +1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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