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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1019 | 1139 | 1095 | 1379 | 1803 |
Fund Return | 4.41% | 1.89% | 13.92% | 3.08% | 6.63% | 6.07% |
Place in category | 45 | 158 | 29 | 17 | 24 | 4 |
% in Category | 12 | 34 | 9 | 4 | 7 | 2 |
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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.51B | 1.90 | 1.03 | 5.15 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.08B | 2.51 | 0.30 | 4.61 | ||
Vanguard Tax-Managed Balanced Adm | 9.56B | 4.43 | 3.92 | 7.22 | ||
Vanguard Wellesley Income Inv | 8.85B | 1.90 | 0.97 | 5.08 | ||
BlackRock Multi-Asset Income Instl | 5.96B | 2.66 | 1.00 | 3.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 25.03 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 19.98 | - | - | |
American Funds Tax Exempt Bond R-6 | - | 15.02 | - | - | |
Capital Group Dividend Value | US14020W1062 | 14.93 | 33.03 | -0.15% | |
American Funds American Mutual R6 | - | 10.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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