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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1042 | 1187 | 1245 | 1755 | 2923 |
Fund Return | 5.82% | 4.17% | 18.69% | 7.58% | 11.91% | 11.32% |
Place in category | 781 | 483 | 1090 | 149 | 728 | 658 |
% in Category | 63 | 42 | 92 | 19 | 68 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.26B | -0.30 | -8.63 | 2.62 | ||
Capital Group CA Core Municipal | 644.87M | -0.99 | -0.39 | 1.58 | ||
Capital Group CA Short-Term Municip | 96.06M | -0.52 | -0.20 | 0.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.86 | - | - | |
Broadcom Inc | - | 4.18 | - | - | |
Visa Inc Class A | - | 3.80 | - | - | |
Alphabet Inc Class C | - | 3.71 | - | - | |
Capital Group Central Cash M | - | 3.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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