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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 830 | 1133 | 830 | 1106 | 1253 | 2148 |
Fund Return | -17.01% | 13.27% | -17.01% | 3.43% | 4.61% | 7.94% |
Place in category | 157 | 57 | 157 | 204 | 163 | 89 |
% in Category | 44 | 12 | 44 | 60 | 60 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 106.28B | -30.72 | 4.44 | 11.57 | ||
American Funds American Balanced A | 94.32B | -12.11 | 4.09 | 8.26 | ||
American Funds Income Fund of Amer | 77.64B | -6.41 | 4.86 | 7.50 | ||
VA CollegeAmerica 529 AMCAP 529A | 75.6B | -28.80 | 2.22 | 10.47 | ||
American Funds Washington Mutual A | 72.51B | -8.47 | 8.21 | 11.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 51B | -17.30 | 3.08 | 7.58 | ||
American Funds Capital World Gr I | 12.26B | -17.10 | 3.32 | 7.84 | ||
DFA Global Equity I | 8.09B | -14.70 | 6.05 | 9.26 | ||
Vanguard Global Equity Inv | 6.66B | -22.64 | 2.31 | 8.52 | ||
Vanguard Total World Stock Admiral | 4.91B | -18.01 | 4.18 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 2.96 | 597.62 | -1.35% | |
Microsoft | US5949181045 | 2.79 | 258.35 | -2.36% | |
UnitedHealth | US91324P1021 | 2.30 | 472.02 | +0.25% | |
Taiwan Semicon | TW0002330008 | 2.03 | 542.00 | +0.37% | |
Philip Morris | US7181721090 | 1.82 | 102.59 | -0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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