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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1021 | 1126 | 1120 | 1441 | 2117 |
Fund Return | 2.79% | 2.05% | 12.58% | 3.85% | 7.58% | 7.79% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.16B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.1B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.12B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.37B | 2.51 | 3.44 | 7.70 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 2.71 | 3.67 | 7.56 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 2.45 | 2.89 | 6.75 | ||
KS Schwab Moderate Index | 733.53M | 1.24 | 1.89 | 6.27 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.55 | - | - | |
Broadcom Inc | - | 4.43 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 2.97 | - | - | |
Meta Platforms Inc Class A | - | 1.70 | - | - | |
UnitedHealth Group Inc | - | 1.67 | - | - |
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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