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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1018 | 1107 | 1073 | 1391 | 1904 |
Fund Return | 1.89% | 1.77% | 10.66% | 2.37% | 6.83% | 6.65% |
Place in category | 90 | 78 | 78 | 32 | 27 | 23 |
% in Category | 36 | 33 | 35 | 15 | 16 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.25B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.47B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 86.91B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.76B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 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 | 733.29M | 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 % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.22 | - | - | |
American Funds Washington Mutual R6 | - | 15.31 | - | - | |
American Funds Global Balanced R6 | - | 14.88 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.25 | - | - | |
American Funds Income Fund of Amer R6 | - | 9.95 | - | - |
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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