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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1104 | 1334 | 1399 | 1914 | 2940 |
Fund Return | 10.42% | 10.42% | 33.37% | 11.85% | 13.87% | 11.39% |
Place in category | 741 | 741 | 173 | 215 | 627 | 506 |
% in Category | 45 | 45 | 12 | 17 | 56 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.38B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.85B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.80 | - | - | |
Broadcom Inc | - | 5.79 | - | - | |
Meta Platforms Inc Class A | - | 4.20 | - | - | |
GE Aerospace | - | 4.12 | - | - | |
Amazon.com Inc | - | 3.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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