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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1243 | 1117 | 1328 | 1185 | 1709 | 2564 |
Fund Return | 24.29% | 11.73% | 32.82% | 5.82% | 11.32% | 9.87% |
Place in category | 8 | 5 | 5 | 165 | 24 | 14 |
% in Category | 2 | 1 | 1 | 27 | 6 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Value Line Mid Cap Focused | 552.88M | 15.54 | 10.91 | 13.52 | ||
Value Line Premier Growth | 429.53M | 19.65 | 9.20 | 13.10 | ||
Value Line Asset Allocation Investo | 386.52M | 15.79 | 6.84 | 9.13 | ||
Value Line Small Cap Opportunities | 378.74M | 24.28 | 8.10 | 11.41 | ||
Value Line Larger Companies Focused | 372.79M | 31.11 | 8.14 | 13.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.65B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 56.6B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Balanced K | 42.26B | 18.84 | 6.85 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.23 | 620.35 | -1.66% | |
NVIDIA | US67066G1040 | 4.08 | 134.25 | -2.25% | |
Apple | US0378331005 | 2.87 | 248.13 | +0.07% | |
MicroStrategy | US5949724083 | 2.76 | 408.67 | +4.20% | |
Alphabet A | US02079K3059 | 2.67 | 189.82 | -1.11% |
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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