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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1060 | 1214 | 1130 | 1642 | 2324 |
Fund Return | 14.46% | 6.02% | 21.4% | 4.15% | 10.42% | 8.8% |
Place in category | 35 | 182 | 30 | 194 | 39 | 27 |
% in Category | 6 | 22 | 4 | 31 | 9 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Financial Services A | 64.61M | 17.34 | 2.77 | 9.21 | ||
1919 Financial Services Fund Classi | 35.5M | 1.27 | 0.95 | 8.23 | ||
1919 Financial Services Fund Classc | 18.35M | 16.70 | 2.01 | 8.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.68B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.37B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.48 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 4.39 | 121.40 | -2.13% | |
Apple | US0378331005 | 4.02 | 227.79 | +0.12% | |
Alphabet A | US02079K3059 | 3.33 | 163.95 | +0.75% | |
Amazon.com | US0231351067 | 2.83 | 187.97 | -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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