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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1076 | 1241 | 1313 | 1770 | 2961 |
Fund Return | 3.96% | 7.61% | 24.12% | 9.51% | 12.1% | 11.47% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.84B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.89B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.72B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.91B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.87B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 The Growth Fa | 15.92B | 5.15 | 12.52 | 14.32 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | 1.94 | 13.47 | 16.05 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 1.94 | 13.44 | 15.96 | ||
OH CollegeAdvantage 529 Vanguard Mo | 357.36M | 4.05 | 11.31 | 15.14 | ||
NV Vanguard 529 College Savings Pmo | 321.29M | 4.04 | 11.32 | 15.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 416.13 | +0.33% | |
Broadcom | US11135F1012 | 5.65 | 226.74 | -0.87% | |
Amazon.com | US0231351067 | 5.15 | 222.88 | -1.65% | |
Meta Platforms | US30303M1027 | 3.49 | 694.84 | -1.27% | |
Alphabet A | US02079K3059 | 3.48 | 184.56 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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