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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1046 | 1138 | 1138 | 1378 | 1865 |
Fund Return | 4.61% | 4.61% | 13.82% | 4.41% | 6.62% | 6.43% |
Place in category | 41 | 41 | 27 | 17 | 26 | 4 |
% in Category | 10 | 10 | 8 | 5 | 8 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 133.74B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.55B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 83.98B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.6B | 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 Wellesley Income Admiral | 42.33B | 1.90 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 4.89 | 5.27 | 7.52 | ||
Vanguard Wellesley Income Inv | 9.21B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 5.99B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 25.10 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 20.10 | - | - | |
Capital Group Dividend Value | US14020W1062 | 15.10 | 31.88 | -0.06% | |
American Funds Tax Exempt Bond R-6 | - | 14.98 | - | - | |
American Funds American Mutual R6 | - | 10.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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