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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 958 | 1069 | 1049 | 1274 | 1669 |
Fund Return | 6.9% | -4.23% | 6.9% | 1.61% | 4.96% | 5.25% |
Place in category | 201 | 248 | 201 | 159 | 134 | 75 |
% in Category | 55 | 74 | 55 | 48 | 40 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 159.36B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 113.45B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 97.29B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.99B | 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 | 62.75B | 10.25 | 3.72 | 5.54 | ||
First Eagle Global I | 37B | 12.04 | 5.90 | 7.24 | ||
American Funds Capital Income Bld | 18.23B | 10.61 | 4.05 | 5.87 | ||
First Eagle Global A | 14.93B | 11.79 | 5.65 | 6.96 | ||
American Funds Capital Income BB | 14B | 10.49 | 3.95 | 5.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.64 | 244.70 | +1.84% | |
Microsoft | US5949181045 | 2.94 | 444.06 | -0.59% | |
Meta Platforms | US30303M1027 | 1.89 | 647.49 | +1.73% | |
Apple | US0378331005 | 1.70 | 222.78 | -0.39% | |
Alphabet A | US02079K3059 | 1.61 | 200.21 | +1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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