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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1230 | 1016 | 1230 | 1289 | 1813 | 3090 |
Fund Return | 22.99% | 1.63% | 22.99% | 8.83% | 12.64% | 11.94% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.59B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.87B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.41B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.18B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 22.93 | 7.54 | 12.06 | ||
NH UNIQUE College Investing Plan Fi | 3.35B | 24.89 | 8.82 | 12.98 | ||
CA ScholarShare College Savings Pue | 2.8B | 23.71 | 7.97 | 12.49 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 24.86 | 8.80 | 12.93 | ||
VA Invest529 Total Stock Market Ind | 2.38B | 27.06 | 10.31 | 12.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.67 | 237.60 | -1.37% | |
Microsoft | US5949181045 | 5.48 | 444.01 | -0.49% | |
Philip Morris | US7181721090 | 3.11 | 124.75 | +1.51% | |
Meta Platforms | US30303M1027 | 2.83 | 631.58 | +1.30% | |
Transdigm | US8936411003 | 2.82 | 1,351.51 | -0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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