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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1076 | 1206 | 1151 | 1680 | 1852 |
Fund Return | 8.96% | 7.57% | 20.56% | 4.8% | 10.93% | 6.36% |
Place in category | 18 | 5 | 27 | 57 | 22 | 218 |
% in Category | 4 | 1 | 5 | 12 | 5 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.53B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gold Bullion Comex Eligible | - | 15.73 | - | - | |
Silver Bullion Comex Eligible | - | 5.72 | - | - | |
Gold/US Golden Eagles | - | 3.71 | - | - | |
Freeport-McMoran | US35671D8570 | 3.45 | 48.11 | +0.25% | |
Texas Pacific | US88262P1021 | 3.16 | 750.0 | -1.83% |
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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