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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1017 | 1148 | 1080 | 1365 | 1817 |
Fund Return | 8.44% | 1.74% | 14.84% | 2.58% | 6.42% | 6.16% |
Place in category | 58 | 75 | 63 | 117 | 139 | 91 |
% in Category | 22 | 31 | 21 | 51 | 63 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.37B | 8.74 | 4.86 | 7.94 | ||
Vanguard Wellington Admiral | 99.48B | 8.26 | 4.75 | 8.14 | ||
American Funds American Balanced R6 | 52.84B | 8.91 | 5.19 | 8.27 | ||
Vanguard Balanced Index Adm | 44.64B | 7.89 | 3.60 | 7.94 | ||
Fidelity Balanced | 42.26B | 10.15 | 5.26 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.66 | 437.11 | -0.74% | |
Amazon.com | US0231351067 | 3.43 | 183.13 | -0.34% | |
Alphabet A | US02079K3059 | 3.25 | 177.66 | -0.02% | |
Apple | US0378331005 | 2.91 | 224.31 | +0.06% | |
NVIDIA | US67066G1040 | 2.68 | 117.93 | -2.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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