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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1027 | 1242 | 1296 | 1883 | 2872 |
Fund Return | 8.38% | 2.7% | 24.25% | 9.02% | 13.49% | 11.13% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 87.89B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.35B | 8.34 | 8.88 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Val | 1.22B | 8.45 | 7.42 | 9.97 | ||
NV Vanguard 529 College Savings Pla | 439.05M | 8.46 | 7.40 | 9.89 | ||
NY New Yorks Advisor Eq Inc Port A | 159.99M | 6.15 | 5.05 | 9.08 | ||
NE NEST Direct 529 Vanguard Equity | 65.85M | 4.37 | 7.40 | 9.50 | ||
NE TD Ameritrade 529 Vanguard Equit | 39.09M | 4.35 | 7.34 | 9.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.79 | - | - | |
Microsoft Corp | - | 6.73 | - | - | |
Eli Lilly and Co | - | 2.87 | - | - | |
UnitedHealth Group Inc | - | 2.85 | - | - | |
Marsh & McLennan Companies Inc | - | 2.40 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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