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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1053 | 1227 | 1387 | 1875 | 3195 |
Fund Return | 3.96% | 5.28% | 22.7% | 11.52% | 13.39% | 12.32% |
Place in category | 114 | 1 | 4 | 3 | 3 | 1 |
% in Category | 69 | 1 | 2 | 1 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 89.97B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 86.31B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.52B | 5.45 | 6.51 | 7.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Pla | 439.05M | 5.19 | 9.99 | 10.28 | ||
NY New Yorks Advisor Eq Inc Port A | 174.12M | 4.96 | 6.58 | 9.68 | ||
NE NEST Direct 529 Vanguard Equity | 72.34M | 4.08 | 8.87 | 10.63 | ||
IL Bright Directions MFS Value 529 | 56.68M | 4.14 | 6.91 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 8.42 | 194.44 | +2.29% | |
Microsoft | US5949181045 | 5.52 | 383.45 | +0.79% | |
UnitedHealth | US91324P1021 | 2.52 | 481.28 | -0.98% | |
Apple | US0378331005 | 2.46 | 217.25 | -1.63% | |
Eli Lilly | US5324571083 | 2.33 | 822.40 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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