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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1191 | 1001 | 1191 | 1282 | 1780 | 2974 |
Fund Return | 19.15% | 0.08% | 19.15% | 8.63% | 12.23% | 11.52% |
Place in category | 5 | 4 | 5 | 5 | 1 | 1 |
% in Category | 2 | 2 | 2 | 2 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.36B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 113.45B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.29B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.99B | 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% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Val | 2.36B | 15.89 | 7.38 | 9.90 | ||
NV Vanguard 529 College Savings Pla | 439.05M | 15.86 | 7.36 | 9.83 | ||
NY New Yorks Advisor Eq Inc Port A | 165.67M | 12.24 | 4.71 | 8.79 | ||
NE NEST Direct 529 Vanguard Equity | 69.38M | 15.05 | 7.36 | 9.84 | ||
IL Bright Directions MFS Value 529 | 56.68M | 11.72 | 4.28 | 8.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 8.42 | 199.77 | -18.36% | |
Microsoft | US5949181045 | 5.52 | 432.83 | -2.53% | |
UnitedHealth | US91324P1021 | 2.52 | 545.10 | +2.36% | |
Apple | US0378331005 | 2.46 | 231.24 | +3.80% | |
Eli Lilly | US5324571083 | 2.33 | 803.39 | +2.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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