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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1163 | 1021 | 1226 | 1222 | 1609 | 2223 |
Fund Return | 16.28% | 2.05% | 22.56% | 6.92% | 9.98% | 8.32% |
Place in category | 191 | 193 | 169 | 167 | 145 | 105 |
% in Category | 61 | 62 | 55 | 60 | 52 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.98B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.38B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94.44B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.02B | 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% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.94B | 16.04 | 6.68 | 8.07 | ||
American Funds Capital World Gr R6 | 36.22B | 16.38 | 7.03 | 8.43 | ||
DFA Global Equity I | 9.29B | 20.71 | 9.13 | 9.95 | ||
Templeton Growth Adv | 187.95M | 9.93 | 7.33 | 4.42 | ||
Templeton Growth R | 50.95M | 9.44 | 6.79 | 3.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.90 | 232.35 | +5.52% | |
Microsoft | US5949181045 | 3.57 | 435.25 | -0.31% | |
Taiwan Semicon | TW0002330008 | 3.34 | 1,080.00 | 0.00% | |
Apple | US0378331005 | 2.10 | 255.27 | +0.31% | |
Philip Morris | US7181721090 | 1.74 | 123.78 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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