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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1065 | 1269 | 1425 | 1913 | 3303 |
Fund Return | 4.28% | 6.45% | 26.89% | 12.54% | 13.86% | 12.69% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.73B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 112.47B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 95.33B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 90.35B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 76.87B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 3.16 | 10.94 | 12.74 | ||
NH UNIQUE College Investing Plan Fi | 3.53B | 2.78 | 11.79 | 13.63 | ||
CA ScholarShare College Savings Pue | 2.92B | 3.14 | 11.31 | 13.16 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 2.77 | 11.76 | 13.58 | ||
VA Invest529 Total Stock Market Ind | 2.44B | 3.09 | 11.21 | 13.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 8.25 | 218.66 | -3.56% | |
Microsoft | US5949181045 | 5.62 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 3.50 | 216.58 | -2.83% | |
Philip Morris | US7181721090 | 3.19 | 154.40 | +1.87% | |
Alphabet C | US02079K1079 | 2.76 | 181.58 | -2.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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