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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1239 | 1019 | 1239 | 1131 | 1697 | 2961 |
Fund Return | 23.95% | 1.91% | 23.95% | 4.18% | 11.15% | 11.47% |
Place in category | 58 | 57 | 58 | 70 | 78 | 25 |
% in Category | 17 | 20 | 17 | 23 | 29 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 156.95B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.16B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.57B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.99B | 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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 62.34B | 16.79 | 2.57 | 11.12 | ||
American Funds New Perspective R6 | 38.41B | 17.16 | 2.90 | 11.47 | ||
Old Westbury Large Cap Strategies | 25.06B | 20.86 | 4.06 | 8.00 | ||
American Funds New Perspective F2 | 19.4B | 17.01 | 2.79 | 11.35 | ||
American Funds New Economy A | 17.85B | 23.66 | 3.93 | 11.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 7.34 | 217.73 | -1.60% | |
Amazon.com | US0231351067 | 5.01 | 237.42 | -0.11% | |
Microsoft | US5949181045 | 4.92 | 410.92 | -1.00% | |
Meta Platforms | US30303M1027 | 3.41 | 697.46 | +1.20% | |
NVIDIA | US67066G1040 | 2.89 | 116.66 | -2.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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