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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1082 | 1201 | 1217 | 1699 | 3137 |
Fund Return | 13.88% | 8.21% | 20.11% | 6.75% | 11.18% | 12.11% |
Place in category | 1009 | 116 | 1066 | 324 | 924 | 601 |
% in Category | 86 | 13 | 92 | 37 | 90 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.77B | 14.58 | 7.63 | 12.52 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.69B | 14.64 | 7.70 | 12.62 | ||
Eaton Vance National Municipal IncI | 3.29B | 2.17 | -0.13 | 3.09 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.22B | 20.61 | 8.50 | 12.58 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.42B | 20.78 | 8.77 | 12.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.8B | 19.33 | 5.25 | 12.91 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Vanguard Growth Index Adm | 82.18B | 21.13 | 7.62 | 15.05 | ||
JPMorgan Large Cap Growth R6 | 63.6B | 24.62 | 8.70 | 17.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 7.75 | 177.40 | +0.34% | |
White Mountains Insurance | BMG9618E1075 | 7.02 | 1,705.07 | +0.03% | |
TJX | US8725401090 | 6.90 | 118.08 | -0.04% | |
Alphabet C | US02079K1079 | 6.63 | 163.83 | +0.52% | |
Godaddy Inc | US3802371076 | 5.48 | 155.63 | -2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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