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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1021 | 1291 | 1142 | 1573 | 2095 |
Fund Return | 13.18% | 2.14% | 29.13% | 4.52% | 9.48% | 7.68% |
Place in category | 39 | 85 | 32 | 21 | 21 | 14 |
% in Category | 12 | 19 | 9 | 7 | 9 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 Capital Worlc | 435.54M | 12.70 | 3.96 | 7.10 | ||
VA CollegeAmerica 529 New Perspectc | 254.66M | 14.21 | 1.05 | 10.12 | ||
VA CollegeAmerica 529 Capital Worlf | 183.24M | 13.55 | 4.92 | 8.13 | ||
VA CollegeAmerica 529 New Perspectf | 144.7M | 15.10 | 2.00 | 11.19 | ||
VA CollegeAmerica 529 New Perspecte | 85.51M | 14.70 | 1.58 | 10.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.90 | 164.23 | +0.18% | |
Microsoft | US5949181045 | 3.57 | 417.00 | +1.00% | |
Taiwan Semicon | TW0002330008 | 3.34 | 1,040.00 | +2.97% | |
Apple | US0378331005 | 2.10 | 229.87 | +0.59% | |
Philip Morris | US7181721090 | 1.74 | 129.99 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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