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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1011 | 1245 | 1146 | 1916 | 3114 |
Fund Return | 8.28% | 1.08% | 24.49% | 4.66% | 13.89% | 12.03% |
Place in category | 1400 | 1305 | 1321 | 1177 | 642 | 355 |
% in Category | 98 | 90 | 93 | 89 | 54 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Growth A | 15.94B | 22.68 | 10.50 | 15.42 | ||
Loomis Sayles Growth C | 15.94B | 21.94 | 9.68 | 14.55 | ||
Loomis Sayles Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Global Equity and InY | 3.08B | 11.77 | 2.11 | 8.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.03 | 437.42 | +1.44% | |
NVIDIA | US67066G1040 | 6.61 | 145.14 | +3.48% | |
Monolithic | US6098391054 | 6.24 | 581.63 | -0.21% | |
Amazon.com | US0231351067 | 5.76 | 218.16 | +2.21% | |
Alphabet A | US02079K3059 | 5.09 | 174.37 | +1.77% |
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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