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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1058 | 1092 | 1157 | 1340 | 1654 |
Fund Return | 0.85% | 5.76% | 9.23% | 4.98% | 6.04% | 5.16% |
Place in category | 218 | 182 | 221 | 74 | 88 | 47 |
% in Category | 58 | 48 | 55 | 19 | 27 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.8B | 9.15 | 6.82 | 12.49 | ||
American Funds American Balanced A | 102.03B | 3.31 | 5.92 | 7.83 | ||
American Funds Invmt Co of Amer A | 83.95B | 6.71 | 12.25 | 11.15 | ||
American Funds Washington Mutual A | 82.21B | 5.52 | 12.23 | 11.13 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 7.98 | 6.60 | 10.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Eagle Global I | 33.44B | 1.94 | 6.60 | 6.36 | ||
American Funds Global Balanced R6 | 16.58B | 1.16 | 2.67 | 4.81 | ||
American Funds Capital Income Bld | 15.99B | 0.91 | 5.33 | 5.49 | ||
American Funds Capital Income BB | 14.09B | 0.88 | 5.22 | 5.38 | ||
First Eagle Global A | 14.2B | 1.89 | 6.34 | 6.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.95 | 1,237.24 | +0.14% | |
Cap Grp Cent Fd Ser Ii | - | 2.41 | - | - | |
Philip Morris | US7181721090 | 2.21 | 95.34 | +1.14% | |
Microsoft | US5949181045 | 2.02 | 417.32 | +0.22% | |
AbbVie | US00287Y1091 | 1.96 | 178.53 | +0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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