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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1076 | 1241 | 1313 | 1770 | 2961 |
Fund Return | 3.96% | 7.61% | 24.12% | 9.51% | 12.1% | 11.47% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.71B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 97.06B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.58B | 19.01 | 8.49 | 11.36 | ||
American Funds Income Fund of Amer | 78.15B | 3.19 | 5.30 | 7.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 The Growth Fa | 15.92B | 5.15 | 12.52 | 14.32 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | 1.94 | 13.47 | 16.05 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 1.94 | 13.44 | 15.96 | ||
VA CollegeAmerica 529 The Growth Ff | 17.33K | 5.19 | 12.74 | 14.56 | ||
OH CollegeAdvantage 529 Vanguard Mo | 357.36M | 4.05 | 11.31 | 15.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 412.72 | +0.72% | |
Broadcom | US11135F1012 | 5.65 | 229.38 | +2.01% | |
Amazon.com | US0231351067 | 5.15 | 230.42 | +0.55% | |
Meta Platforms | US30303M1027 | 3.49 | 717.07 | +0.36% | |
Alphabet A | US02079K3059 | 3.48 | 186.77 | +0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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