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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1211 | 1019 | 1211 | 1129 | 1693 | 2803 |
Fund Return | 21.11% | 1.93% | 21.11% | 4.12% | 11.11% | 10.86% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 94.95B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.08B | 19.01 | 8.49 | 11.36 | ||
American Funds Income Fund of Amer | 77.15B | 10.84 | 3.73 | 6.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 The Growth Fa | 8.95B | 28.41 | 6.84 | 13.61 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | 32.57 | 9.11 | 15.65 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 32.54 | 9.09 | 15.57 | ||
VA CollegeAmerica 529 The Growth Ff | 452.23M | 28.63 | 7.04 | 13.84 | ||
OH CollegeAdvantage 529 Vanguard Mo | 357.36M | 31.88 | 4.93 | 14.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 429.03 | +1.05% | |
Broadcom | US11135F1012 | 4.04 | 237.44 | +3.50% | |
Amazon.com | US0231351067 | 3.58 | 225.94 | +2.39% | |
Meta Platforms | US30303M1027 | 3.41 | 612.77 | +0.24% | |
Apple | US0378331005 | 3.11 | 229.98 | +0.75% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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