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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1026 | 1239 | 1271 | 1887 | 2946 |
Fund Return | 9.39% | 2.61% | 23.88% | 8.33% | 13.54% | 11.41% |
Place in category | 861 | 489 | 1004 | 359 | 783 | 652 |
% in Category | 73 | 47 | 86 | 36 | 75 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Emerging Markets Growth | 1.27B | 0.45 | -9.30 | 2.41 | ||
Capital Group CA Core Municipal | 633.98M | -1.47 | -0.58 | 1.44 | ||
Capital Group CA Short-Term Municip | 96.31M | -0.54 | -0.23 | 0.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.57B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.86 | - | - | |
Broadcom Inc | - | 4.18 | - | - | |
Visa Inc Class A | - | 3.80 | - | - | |
Alphabet Inc Class C | - | 3.71 | - | - | |
Capital Group Central Cash M | - | 3.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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