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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1071 | 1228 | 1237 | 2107 | 3520 |
Fund Return | 15.1% | 7.07% | 22.84% | 7.36% | 16.08% | 13.41% |
Place in category | 1138 | 652 | 1059 | 854 | 176 | 25 |
% in Category | 75 | 48 | 72 | 67 | 15 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.8B | 18.04 | 8.67 | 15.14 | ||
Loomis Sayles Growth C | 14.8B | 17.47 | 7.86 | 14.28 | ||
Loomis Sayles Growth N | 14.8B | 18.29 | 9.04 | 15.53 | ||
Loomis Sayles Growth Y | 14.8B | 18.25 | 8.95 | 15.43 | ||
Loomis Sayles Global Equity and InY | 3.07B | 12.67 | 2.48 | 8.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.71 | 121.40 | -2.17% | |
Alphabet A | US02079K3059 | 4.71 | 163.90 | +0.72% | |
Meta Platforms | US30303M1027 | 3.49 | 567.36 | -0.08% | |
Amazon.com | US0231351067 | 2.99 | 187.96 | -1.67% | |
Bank of America | US0605051046 | 2.73 | 39.39 | -0.33% |
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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