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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1058 | 1095 | 1167 | 1359 | 1698 |
Fund Return | 0.89% | 5.84% | 9.54% | 5.28% | 6.33% | 5.44% |
Place in category | 210 | 169 | 209 | 56 | 68 | 34 |
% in Category | 57 | 45 | 52 | 14 | 22 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.27B | 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 Income Bldr | 59.62B | 3.74 | 4.78 | 5.37 | ||
First Eagle Global I | 33.42B | 6.54 | 6.87 | 6.73 | ||
American Funds Global Balanced R6 | 15.38B | 3.67 | 3.08 | 5.10 | ||
American Funds Capital Income Bld | 16.33B | 3.82 | 5.12 | 5.70 | ||
First Eagle Global A | 14.07B | 6.48 | 6.61 | 6.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.95 | 1,238.57 | -0.35% | |
Cap Grp Cent Fd Ser Ii | - | 2.41 | - | - | |
Philip Morris | US7181721090 | 2.21 | 97.31 | +1.31% | |
Microsoft | US5949181045 | 2.02 | 397.84 | +0.73% | |
AbbVie | US00287Y1091 | 1.96 | 160.81 | -0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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