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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1044 | 1247 | 1103 | 1868 | 2784 |
Fund Return | 11.84% | 4.41% | 24.65% | 3.32% | 13.32% | 10.78% |
Place in category | 3 | 2 | 10 | 6 | 3 | 2 |
% in Category | 31 | 26 | 36 | 40 | 26 | 18 |
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% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.37B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.73B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 24.09B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.39B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.83B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.82 | - | - | |
Taiwan Semicon | TW0002330008 | 4.13 | 921.00 | -0.11% | |
Novo Nordisk B | DK0062498333 | 3.20 | 980.5 | -1.06% | |
NVIDIA Corp | - | 2.91 | - | - | |
Louis Vuitton | FR0000121014 | 2.42 | 717.40 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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