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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1082 | 1230 | 1187 | 1596 | 2127 |
Fund Return | 8.17% | 8.17% | 22.96% | 5.89% | 9.8% | 7.84% |
Place in category | 151 | 151 | 118 | 195 | 152 | 108 |
% in Category | 39 | 39 | 34 | 60 | 51 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.3B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.21B | 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% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 55.94B | 8.17 | 5.92 | 7.90 | ||
American Funds Capital World Gr R6 | 34.52B | 8.27 | 6.29 | 8.26 | ||
Templeton Growth Adv | 184.43M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.21M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 288.41M | 7.14 | 5.25 | 3.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 4.46 | - | - | |
Microsoft Corp | - | 4.00 | - | - | |
Taiwan Semicon | TW0002330008 | 2.31 | 780.00 | +1.04% | |
Eli Lilly and Co | - | 1.79 | - | - | |
ASML Holding | NL0010273215 | 1.76 | 835.90 | +3.02% |
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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