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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1130 | 1327 | 1333 | 1924 | 3216 |
Fund Return | 6.74% | 13.05% | 32.67% | 10.07% | 13.99% | 12.39% |
Place in category | 808 | 309 | 174 | 820 | 443 | 148 |
% in Category | 50 | 20 | 13 | 61 | 40 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 13.57B | 5.93 | 8.01 | 14.71 | ||
Loomis Sayles Growth C | 13.57B | 5.67 | 7.20 | 13.85 | ||
Loomis Sayles Growth N | 13.57B | 6.05 | 8.38 | 15.09 | ||
Loomis Sayles Growth Y | 13.57B | 6.03 | 8.27 | 14.99 | ||
Loomis Sayles Global Equity and InA | 2.94B | 2.59 | 1.21 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.57 | 172.50 | +0.23% | |
Amazon.com | US0231351067 | 4.07 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 3.50 | 466.83 | +0.05% | |
NVIDIA | US67066G1040 | 3.39 | 1,096.33 | -0.82% | |
Capital One Financial | US14040H1059 | 2.87 | 137.63 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Sell | Strong Sell | Neutral |
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