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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1037 | 1393 | 1297 | 1913 | 3076 |
Fund Return | 20.49% | 3.7% | 39.33% | 9.05% | 13.85% | 11.89% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.87B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.48B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.87B | 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% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 19.85 | 9.77 | 12.34 | ||
NH UNIQUE College Investing Plan Fi | 3.11B | 20.88 | 8.98 | 12.88 | ||
CA ScholarShare College Savings Pue | 2.67B | 20.59 | 10.26 | 12.78 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 20.84 | 8.94 | 12.83 | ||
VA Invest529 Total Stock Market Ind | 2.22B | 20.06 | 10.07 | 12.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.67 | 171.65 | -1.11% | |
Microsoft | US5949181045 | 5.48 | 427.65 | +0.58% | |
Philip Morris | US7181721090 | 3.11 | 127.30 | +1.64% | |
Meta Platforms | US30303M1027 | 2.83 | 575.04 | -0.86% | |
Transdigm | US8936411003 | 2.82 | 1,285.12 | -5.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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