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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 977 | 1008 | 1085 | 818 | 1353 | 2070 |
Fund Return | -2.29% | 0.84% | 8.46% | -6.49% | 6.24% | 7.55% |
Place in category | 87 | 88 | 62 | 93 | 51 | 15 |
% in Category | 51 | 59 | 35 | 63 | 40 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 100.59B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 85.93B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 82.88B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds SMALLCAP World A | 27.62B | -2.28 | -6.46 | 7.58 | ||
American Funds SMALLCAP World R6 | 23.92B | -2.15 | -6.10 | 7.98 | ||
American Funds SMALLCAP World F2 | 9.37B | -2.20 | -6.21 | 7.86 | ||
Old Westbury Small & Mid Cap Strate | 8.38B | -0.32 | -5.33 | 4.91 | ||
Oppenheimer Global Opportunities A | 1.7B | -9.49 | -15.83 | 5.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Saia Inc | - | 1.27 | - | - | |
TopBuild Corp | - | 1.17 | - | - | |
Molina Healthcare Inc | - | 1.06 | - | - | |
Ares Management Corp Ordinary Shares - Class A | - | 0.92 | - | - | |
Comfort Systems USA Inc | - | 0.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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