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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1035 | 1222 | 1215 | 1540 | 2243 |
Fund Return | 16.73% | 3.55% | 22.16% | 6.71% | 9.02% | 8.41% |
Place in category | 18 | 23 | 16 | 6 | 9 | 5 |
% in Category | 8 | 9 | 5 | 2 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.78B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 111.1B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 95.33B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.85B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 16.91 | 5.91 | 8.47 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 16.56 | 6.55 | 8.19 | ||
KS Schwab Moderate Index | 810.8M | 13.84 | 4.61 | 7.06 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 15.76 | 5.73 | 7.37 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 12.84 | 3.78 | 6.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.68 | 239.68 | +3.15% | |
Microsoft | US5949181045 | 3.45 | 439.33 | +0.94% | |
Cap Grp Cent Fd Ser Ii | - | 2.92 | - | - | |
UnitedHealth | US91324P1021 | 2.10 | 506.10 | -0.05% | |
Meta Platforms | US30303M1027 | 2.08 | 607.75 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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