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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1230 | 1059 | 1310 | 1192 | 1794 | 2796 |
Fund Return | 23.05% | 5.88% | 30.99% | 6.02% | 12.39% | 10.83% |
Place in category | 11 | 5 | 4 | 28 | 6 | 3 |
% in Category | 11 | 4 | 4 | 62 | 8 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.78B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 111.1B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 95.33B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.85B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WI Edvest 529 Plan Based Aggressive | 656.19M | 16.95 | 6.03 | 8.55 | ||
SC Future Scholar 529 Direct Aggres | 384.16M | 20.36 | 8.16 | 10.02 | ||
AK John Hancock Freedom 529 Futurea | 226.4M | 28.72 | 8.67 | 13.17 | ||
SC Future Scholar Advisor 529 Aggre | 14.91M | 20.17 | 8.20 | 9.65 | ||
AK John Hancock Freedom 529 Future2 | 14.23M | 27.81 | 7.85 | 12.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.13 | - | - | |
American Funds AMCAP R6 | - | 14.98 | - | - | |
American Funds New Perspective R6 | - | 14.97 | - | - | |
American Funds SMALLCAP World R6 | - | 14.94 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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