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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1230 | 1112 | 1230 | 1381 | 2052 | 2950 |
Fund Return | 23.01% | 11.21% | 23.01% | 11.36% | 15.46% | 11.42% |
Place in category | 831 | 956 | 831 | 112 | 290 | 252 |
% in Category | 56 | 62 | 56 | 9 | 29 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alger Spectra Z | 1.89B | 20.40 | 4.40 | 13.11 | ||
Alger Spectra A | 1.31B | 20.26 | 4.07 | 12.76 | ||
Alger Capital Appreciation Focus Fz | 1.25B | 21.47 | 7.62 | 15.91 | ||
Alger Capital Appreciation Instl I | 1.22B | 20.77 | 6.57 | 13.91 | ||
Alger Small Cap Focus Z | 1.02B | 1.80 | -14.03 | 7.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.92 | 442.57 | +0.22% | |
Apple | US0378331005 | 8.28 | 212.49 | -0.82% | |
Broadcom | US11135F1012 | 3.39 | 1,735.04 | +3.34% | |
Alphabet A | US02079K3059 | 3.23 | 176.79 | +0.93% | |
UnitedHealth | US91324P1021 | 3.01 | 497.12 | -0.04% |
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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