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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1039 | 1316 | 1222 | 2085 | 3893 |
Fund Return | 6.23% | 3.88% | 31.62% | 6.91% | 15.83% | 14.56% |
Place in category | 729 | 591 | 536 | 243 | 108 | 143 |
% in Category | 59 | 50 | 43 | 28 | 14 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 | ||
JPMorgan Large Cap Growth R6 | 56.89B | 10.57 | 7.60 | 17.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.54 | 415.13 | +0.23% | |
Apple | US0378331005 | 10.82 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 8.87 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 7.07 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 4.13 | 172.50 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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