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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1326 | 1072 | 1371 | 1266 | 2084 | 4109 |
Fund Return | 32.62% | 7.18% | 37.15% | 8.19% | 15.82% | 15.18% |
Place in category | 377 | 756 | 504 | 481 | 572 | 182 |
% in Category | 36 | 69 | 48 | 53 | 61 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.45B | 19.50 | 8.82 | 9.57 | ||
MFS Value R6 | 19.91B | 19.61 | 8.94 | 9.69 | ||
MFS Instl International Equity | 16.89B | 6.53 | 4.24 | 6.91 | ||
MFS Growth I | 14.83B | 32.51 | 8.09 | 15.07 | ||
MFS Intl Diversification I | 14.05B | 8.91 | 2.34 | 6.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.8B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.50 | 435.31 | -0.30% | |
NVIDIA | US67066G1040 | 8.71 | 136.32 | +1.20% | |
Amazon.com | US0231351067 | 6.78 | 224.75 | -0.08% | |
Meta Platforms | US30303M1027 | 6.36 | 589.56 | +0.74% | |
Apple | US0378331005 | 5.72 | 254.22 | -0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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