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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1048 | 1112 | 937 | 1354 | 1739 |
Fund Return | 3.48% | 4.84% | 11.2% | -2.15% | 6.26% | 5.69% |
Place in category | 289 | 654 | 307 | 152 | 74 | 16 |
% in Category | 34 | 77 | 43 | 30 | 13 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.34B | 3.46 | -0.76 | 4.22 | ||
Fidelity Series Emerging Markets | 23.12B | 3.06 | -6.56 | 4.28 | ||
US00771X4198 | 20.41B | 9.91 | 3.08 | - | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.7B | 2.98 | -4.03 | 3.26 | ||
American Funds New World R6 | 15.73B | 3.51 | -2.04 | 5.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 3.09 | 846.00 | +3.05% | |
Microsoft Corp | - | 2.84 | - | - | |
Novo Nordisk B | DK0062498333 | 2.09 | 928.0 | +0.08% | |
Airbus Group | NL0000235190 | 1.62 | 155.18 | -0.46% | |
Meta Platforms Inc Class A | - | 1.48 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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