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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1044 | 1174 | 1225 | 1520 | 2267 |
Fund Return | 2.89% | 4.38% | 17.39% | 6.99% | 8.74% | 8.53% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.7B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.4B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.76B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 2.27 | 6.05 | 8.68 | ||
KS Schwab Moderate Index | 851.61M | 2.25 | 5.06 | 7.11 | ||
VA CollegeAmerica 529 American Funa | 684.54M | 2.99 | 5.39 | 7.49 | ||
VA Invest529 Moderate Growth | 507.23M | 10.22 | 2.41 | 6.43 | ||
IA College Savings Iowa 529 Moderap | 459.36M | 2.07 | 4.26 | 6.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 233.04 | -1.17% | |
Microsoft | US5949181045 | 3.30 | 408.43 | -0.51% | |
Cap Grp Cent Fd Ser Ii | - | 2.73 | - | - | |
Taiwan Semiconductor | US8740391003 | 2.07 | 203.90 | +1.03% | |
Meta Platforms | US30303M1027 | 1.92 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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