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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1177 | 1027 | 1327 | 1327 | 1865 | 2987 |
Fund Return | 17.65% | 2.75% | 32.67% | 9.89% | 13.27% | 11.56% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.6B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.96B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.5B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.1B | 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% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Val | 1.22B | 17.24 | 9.09 | 10.33 | ||
NV Vanguard 529 College Savings Pla | 439.05M | 17.23 | 9.07 | 10.25 | ||
NY New Yorks Advisor Eq Inc Port A | 169.7M | 14.66 | 8.40 | 9.69 | ||
NE NEST Direct 529 Vanguard Equity | 71.03M | 15.92 | 10.65 | 10.35 | ||
IL Bright Directions MFS Value 529 | 56.68M | 13.81 | 5.88 | 9.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.27 | 183.68 | -0.07% | |
Microsoft | US5949181045 | 5.55 | 422.93 | -0.59% | |
UnitedHealth | US91324P1021 | 3.00 | 615.81 | +1.71% | |
Eli Lilly | US5324571083 | 2.77 | 831.54 | +4.27% | |
Marsh McLennan | US5717481023 | 2.29 | 225.36 | +0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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