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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1156 | 1150 | 1276 | 1984 | 3130 |
Fund Return | -1.1% | 15.55% | 15.02% | 8.46% | 14.68% | 12.09% |
Place in category | 971 | 439 | 774 | 850 | 517 | 402 |
% in Category | 67 | 32 | 60 | 72 | 53 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 126.9B | 0.00 | 16.61 | 15.08 | ||
American Funds Europacific Growth R | 91.78B | -1.54 | 8.00 | 7.92 | ||
American Funds American Balanced A | 89.24B | -0.66 | 7.36 | 9.64 | ||
VA CollegeAmerica 529 AMCAP 529A | 75.54B | -0.47 | 11.73 | 13.25 | ||
American Funds Income Fund of Amer | 76.34B | -0.17 | 4.70 | 8.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 354.52B | -1.01 | 11.67 | 13.47 | ||
Fidelity 500 Index Institutional Pr | 284.62B | -1.01 | 11.69 | - | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.46 | - | - | |
Broadcom Inc | - | 4.16 | - | - | |
Facebook Inc A | - | 2.72 | - | - | |
Amazon.com Inc | - | 2.54 | - | - | |
Comcast Corp Class A | - | 2.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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