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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1284 | 1045 | 1284 | 1220 | 2004 | 3582 |
Fund Return | 28.41% | 4.48% | 28.41% | 6.84% | 14.92% | 13.61% |
Place in category | 124 | 118 | 124 | 108 | 72 | 60 |
% in Category | 62 | 60 | 62 | 56 | 55 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.09B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.38B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | 32.57 | 9.11 | 15.65 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 32.54 | 9.09 | 15.57 | ||
VA CollegeAmerica 529 The Growth Ff | 452.23M | 28.63 | 7.04 | 13.84 | ||
OH CollegeAdvantage 529 Vanguard Mo | 357.36M | 31.88 | 4.93 | 14.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.70 | 689.18 | +0.32% | |
Microsoft | US5949181045 | 4.98 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 4.45 | 237.68 | +1.30% | |
Broadcom | US11135F1012 | 4.21 | 221.27 | +2.60% | |
NVIDIA | US67066G1040 | 3.87 | 120.07 | -3.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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