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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1103 | 1327 | 1425 | 2089 | 3811 |
Fund Return | 5.15% | 10.33% | 32.7% | 12.52% | 15.87% | 14.32% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.7B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 91.4B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 78.76B | 4.29 | 12.58 | 12.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | 1.94 | 13.47 | 16.05 | ||
VA CollegeAmerica 529 AMCAP 529A | 2.77B | 3.96 | 9.51 | 11.47 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 1.94 | 13.44 | 15.96 | ||
OH CollegeAdvantage 529 Vanguard Mo | 357.36M | 4.05 | 11.31 | 15.14 | ||
NV Vanguard 529 College Savings Pmo | 321.29M | 4.04 | 11.32 | 15.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.70 | 736.67 | +1.11% | |
Microsoft | US5949181045 | 4.98 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 4.45 | 228.68 | -0.73% | |
Broadcom | US11135F1012 | 4.21 | 233.04 | -1.17% | |
NVIDIA | US67066G1040 | 3.87 | 138.85 | +2.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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