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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 997 | 1140 | 854 | 1460 | 2104 |
Fund Return | 1.17% | -0.33% | 14% | -5.14% | 7.87% | 7.72% |
Place in category | 92 | 103 | 83 | 89 | 59 | 14 |
% in Category | 57 | 72 | 48 | 63 | 54 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.45B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.7B | 8.34 | 8.88 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.31B | 1.16 | -5.16 | 7.70 | ||
American Funds SMALLCAP World R6 | 24.4B | 1.32 | -4.81 | 8.10 | ||
American Funds SMALLCAP World F2 | 9.47B | 1.26 | -4.91 | 7.98 | ||
Old Westbury Small & Mid Cap Strate | 8.43B | 3.89 | -3.67 | 5.23 | ||
Oppenheimer Global Opportunities A | 1.65B | -4.94 | -13.95 | 6.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Saia Inc | - | 1.29 | - | - | |
TopBuild Corp | - | 1.28 | - | - | |
Molina Healthcare Inc | - | 1.11 | - | - | |
Ares Management Corp Ordinary Shares - Class A | - | 0.92 | - | - | |
Comfort Systems USA Inc | - | 0.87 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Sell | Sell | BUY |
Summary | Sell | Neutral | Strong Buy |
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