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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1062 | 1139 | 1082 | 1333 | 1600 |
Fund Return | 1.16% | 6.15% | 13.88% | 2.67% | 5.92% | 4.81% |
Place in category | 176 | 137 | 66 | 169 | 98 | 69 |
% in Category | 51 | 41 | 17 | 47 | 29 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 9.15 | 6.82 | 12.49 | ||
American Funds American Balanced A | 104.18B | 3.31 | 5.92 | 7.83 | ||
American Funds Invmt Co of Amer A | 86.25B | 6.71 | 12.25 | 11.15 | ||
American Funds Washington Mutual A | 84.41B | 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% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.89B | 0.85 | 4.98 | 5.16 | ||
First Eagle Global I | 34.07B | 1.94 | 6.60 | 6.36 | ||
American Funds Capital Income Bld | 16.41B | 0.91 | 5.33 | 5.49 | ||
American Funds Capital Income BB | 14.36B | 0.88 | 5.22 | 5.38 | ||
First Eagle Global A | 14.45B | 1.89 | 6.34 | 6.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.75 | 1,325.41 | +0.51% | |
Microsoft | US5949181045 | 3.10 | 420.72 | -0.17% | |
Cap Grp Cent Fd Ser Ii | - | 2.12 | - | - | |
Canadian Natural | CA1363851017 | 1.92 | 103.33 | +0.87% | |
Abbott Labs | US0028241000 | 1.67 | 113.66 | +0.16% |
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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