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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1003 | 1152 | 1108 | 1469 | 2202 |
Fund Return | 15.16% | 0.28% | 15.16% | 3.48% | 8% | 8.21% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.8B | 28.86 | 7.92 | 15.29 | ||
Transamerica JPMorgan Enhanced Inde | 3.11B | 24.23 | 9.00 | 12.89 | ||
Transamerica International Equity I | 2.42B | 3.54 | 1.07 | 4.75 | ||
Transamerica Large Cap Value I2 | 1.76B | 17.17 | 7.14 | 9.30 | ||
Transamerica Asset Allc Mod Gr A | 1.23B | 13.15 | 2.65 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.24B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced A | 42.26B | 15.67 | 4.56 | 9.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.14 | 123.28 | +3.90% | |
Microsoft | US5949181045 | 4.86 | 412.63 | +0.06% | |
Apple | US0378331005 | 3.35 | 230.87 | -0.83% | |
United States Treasury Bonds 4.25% | - | 2.92 | - | - | |
Amazon.com | US0231351067 | 2.81 | 236.55 | -2.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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