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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1126 | 1391 | 1251 | 1998 | 3470 |
Fund Return | 12.58% | 12.58% | 39.11% | 7.76% | 14.85% | 13.25% |
Place in category | 118 | 118 | 125 | 104 | 63 | 52 |
% in Category | 51 | 51 | 59 | 56 | 50 | 50 |
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 | 101.55B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 83.98B | 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 | ||
VA CollegeAmerica 529 The Growth Fa | 8.95B | 12.55 | 7.56 | 13.01 | ||
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 | ||
NV Vanguard 529 College Savings Pmo | 321.29M | 12.21 | 3.82 | 13.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.13 | 399.04 | -2.45% | |
Meta Platforms | US30303M1027 | 4.58 | 441.38 | -10.56% | |
Broadcom | US11135F1012 | 3.50 | 1,294.42 | +2.99% | |
Amazon.com | US0231351067 | 3.08 | 173.67 | -1.65% | |
Tesla | US88160R1014 | 2.21 | 170.18 | +4.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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