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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1126 | 1388 | 1245 | 1978 | 3397 |
Fund Return | 12.55% | 12.55% | 38.84% | 7.56% | 14.61% | 13.01% |
Place in category | 119 | 119 | 131 | 105 | 66 | 58 |
% in Category | 51 | 51 | 60 | 56 | 51 | 54 |
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 | 100.58B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.63B | 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% | |
---|---|---|---|---|---|---|
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 10.89 | 10.83 | 14.97 | ||
NV Vanguard 529 College Savings Pgi | 819.89M | 10.88 | 10.81 | 14.88 | ||
VA CollegeAmerica 529 The Growth Ff | 452.23M | 12.58 | 7.76 | 13.25 | ||
NV Vanguard 529 College Savings Pmo | 321.29M | 12.21 | 3.82 | 13.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.13 | 409.06 | +0.37% | |
Meta Platforms | US30303M1027 | 4.58 | 493.50 | -0.52% | |
Broadcom | US11135F1012 | 3.50 | 1,256.82 | +0.61% | |
Amazon.com | US0231351067 | 3.08 | 176.59 | -1.64% | |
Tesla | US88160R1014 | 2.21 | 162.13 | +12.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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