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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1040 | 1234 | 1133 | 1657 | 2075 |
Fund Return | 8.72% | 4% | 23.37% | 4.25% | 10.63% | 7.57% |
Place in category | 152 | 158 | 119 | 169 | 140 | 104 |
% in Category | 39 | 43 | 35 | 56 | 48 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.57B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 104.1B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 87.22B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr R6 | 34.61B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 190.88M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.54M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.26M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.26B | 7.71 | 3.26 | 3.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 4.54 | - | - | |
Microsoft Corp | - | 4.07 | - | - | |
Taiwan Semicon | TW0002330008 | 2.57 | 883.00 | +0.46% | |
Eli Lilly and Co | - | 1.85 | - | - | |
ASML Holding | NL0010273215 | 1.80 | 958.90 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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