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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1039 | 1254 | 1343 | 1701 | 2593 |
Fund Return | 20.46% | 3.93% | 25.45% | 10.34% | 11.21% | 10% |
Place in category | 677 | 983 | 818 | 609 | 514 | 214 |
% in Category | 61 | 86 | 73 | 56 | 49 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.44B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.44B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.79B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.64B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.82 | 423.35 | +1.14% | |
Apple | US0378331005 | 4.10 | 243.36 | -0.20% | |
AbbVie | US00287Y1091 | 3.63 | 181.22 | +0.99% | |
Rtx Corp | US75513E1010 | 3.49 | 115.87 | -0.12% | |
GE Aerospace | US3696043013 | 2.78 | 171.96 | +2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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