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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 1025 | 1267 | 1078 | 1745 | 2716 |
Fund Return | 10.29% | 2.46% | 26.69% | 2.53% | 11.78% | 10.51% |
Place in category | 137 | 176 | 81 | 149 | 127 | 34 |
% in Category | 43 | 49 | 23 | 50 | 47 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 103.95B | 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 | 86.82B | 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 New Perspective A | 60.29B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.58B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.79B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.34B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.39B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.64 | - | - | |
Microsoft Corp | - | 6.48 | - | - | |
Meta Platforms Inc Class A | - | 3.27 | - | - | |
Amazon.com Inc | - | 2.96 | - | - | |
NVIDIA Corp | - | 2.35 | - | - |
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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