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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1040 | 1197 | 1278 | 1695 | 2666 |
Fund Return | 5.04% | 4.03% | 19.72% | 8.51% | 11.13% | 10.3% |
Place in category | 83 | 109 | 15 | 17 | 13 | 9 |
% in Category | 39 | 52 | 14 | 11 | 18 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.06B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.22B | 4.97 | 8.68 | 10.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.01B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.68 | - | - | |
Microsoft Corp | - | 6.63 | - | - | |
UnitedHealth Group Inc | - | 2.85 | - | - | |
Eli Lilly and Co | - | 2.78 | - | - | |
Marsh & McLennan Companies Inc | - | 2.36 | - | - |
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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