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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 972 | 1105 | 1123 | 1340 | 1750 |
Fund Return | 10.49% | -2.82% | 10.49% | 3.95% | 6.02% | 5.76% |
Place in category | 74 | 159 | 74 | 49 | 59 | 44 |
% in Category | 21 | 48 | 21 | 16 | 19 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.09B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 110.66B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 94.09B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 88.11B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.18B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 35.37B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 17.72B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.31B | 11.79 | 5.65 | 6.96 | ||
American Funds Global Balanced R6 | 14.26B | 6.90 | 1.61 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.07 | 228.00 | +1.47% | |
Philip Morris | US7181721090 | 2.63 | 118.51 | +0.03% | |
AbbVie | US00287Y1091 | 2.43 | 171.35 | -2.39% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
Microsoft | US5949181045 | 1.88 | 426.31 | +2.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Strong Sell | Buy |
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