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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 958 | 1131 | 1182 | 1664 | 2189 |
Fund Return | 13.08% | -4.23% | 13.08% | 5.73% | 10.72% | 8.15% |
Place in category | 185 | 275 | 185 | 70 | 39 | 104 |
% in Category | 59 | 83 | 59 | 27 | 14 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8.76B | 13.38 | 7.20 | 7.17 | ||
Thornburg Investment Income BuildeA | 4.46B | 13.13 | 6.95 | 6.89 | ||
Thornburg Limited-Term Muni Inst | 1.76B | 1.56 | 0.32 | 1.33 | ||
Thornburg International Value I | 1.71B | 11.60 | 2.54 | 6.77 | ||
Thornburg Intermediate Municipal In | 763.8M | 2.01 | 0.40 | 1.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.03B | 13.90 | 4.40 | 8.21 | ||
American Funds Capital World Gr R6 | 37.1B | 14.26 | 4.75 | 8.57 | ||
American Funds Capital World Gr I | 16.08B | 14.16 | 4.64 | 8.46 | ||
DFA Global Equity I | 9.52B | 15.71 | 5.89 | 9.59 | ||
Templeton Growth Adv | 193.44M | 5.67 | 4.31 | 4.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.83 | 704.87 | +0.10% | |
Alphabet A | US02079K3059 | 4.84 | 191.33 | -7.29% | |
Charles Schwab | US8085131055 | 4.50 | 81.87 | +0.09% | |
Citigroup | US1729674242 | 4.43 | 79.46 | +1.25% | |
Taiwan Semicon | TW0002330008 | 3.84 | 1,110.00 | +1.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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