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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1115 | 1324 | 1346 | 1873 | 3038 |
Fund Return | 11.46% | 11.46% | 32.39% | 10.4% | 13.37% | 11.75% |
Place in category | 20 | 20 | 18 | 71 | 114 | 74 |
% in Category | 3 | 3 | 3 | 23 | 55 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.38B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.85B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.41B | 9.75 | 9.32 | 11.86 | ||
NH UNIQUE College Investing Plan Fi | 2.58B | 10.54 | 11.39 | 12.82 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 10.52 | 11.34 | 12.78 | ||
CA ScholarShare College Savings Pue | 2.37B | 10.01 | 9.75 | 12.27 | ||
VA Invest529 Total Stock Market Ind | 1.96B | 9.55 | 9.59 | 12.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.28 | - | - | |
Microsoft Corp | - | 6.15 | - | - | |
Meta Platforms Inc Class A | - | 2.66 | - | - | |
Alphabet Inc Class C | - | 2.31 | - | - | |
TransDigm Group Inc | - | 2.23 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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