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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1040 | 1238 | 1230 | 1818 | 3080 |
Fund Return | 6.54% | 4.01% | 23.78% | 7.14% | 12.7% | 11.91% |
Place in category | 460 | 814 | 365 | 579 | 404 | 227 |
% in Category | 27 | 53 | 23 | 43 | 37 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 6.77B | 2.96 | 4.34 | 11.78 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.64B | 2.98 | 4.41 | - | ||
Eaton Vance National Municipal IncI | 2.98B | -1.03 | -0.84 | 3.19 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.3B | 6.63 | 7.43 | 12.25 | ||
Eaton Vance National Municipal IncA | 1.17B | -1.12 | -1.09 | 2.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 412.32 | +0.43% | |
Apple | US0378331005 | 6.61 | 184.57 | +1.00% | |
Amazon.com | US0231351067 | 4.65 | 189.50 | +0.80% | |
NVIDIA | US67066G1040 | 4.44 | 887.47 | -1.84% | |
Meta Platforms | US30303M1027 | 3.55 | 475.42 | +0.60% |
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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