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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1049 | 1113 | 940 | 1362 | 1758 |
Fund Return | 3.51% | 4.87% | 11.33% | -2.04% | 6.38% | 5.8% |
Place in category | 282 | 646 | 295 | 144 | 70 | 12 |
% in Category | 34 | 76 | 41 | 30 | 12 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 137.31B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.76B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 86.34B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 83.07B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.78B | 3.46 | -0.76 | 4.22 | ||
Fidelity Series Emerging Markets | 23.12B | 3.06 | -6.56 | 4.28 | ||
US00771X4198 | 19.97B | 9.91 | 3.08 | - | ||
American Funds New World F2 | 17.45B | 3.48 | -2.15 | 5.69 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.6B | 2.98 | -4.03 | 3.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.79 | - | - | |
Taiwan Semicon | TW0002330008 | 2.78 | 825.00 | +0.00% | |
Novo Nordisk B | DK0062498333 | 1.94 | 917.1 | +0.78% | |
MercadoLibre Inc | - | 1.52 | - | - | |
Meta Platforms Inc Class A | - | 1.49 | - | - |
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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