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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1051 | 1398 | 979 | 2113 | 3688 |
Fund Return | 21.37% | 5.05% | 39.82% | -0.7% | 16.14% | 13.94% |
Place in category | 55 | 37 | 64 | 250 | 4 | 6 |
% in Category | 16 | 13 | 20 | 68 | 1 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Prudential Jennison Growth Z | 4.11B | 22.43 | 4.12 | 15.47 | ||
Prudential Jennison Global Opps Z | 3.24B | 21.53 | -0.54 | 14.16 | ||
Prudential Jennison Utility A | 2.92B | 29.78 | 9.26 | 8.19 | ||
Prudential Jennison Small Company Q | 2.36B | 11.31 | 0.59 | 9.69 | ||
Prudential Jennison Growth A | 2.05B | 22.17 | 3.80 | 15.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.86B | 14.97 | 1.86 | 11.03 | ||
American Funds New Perspective R6 | 37.82B | 15.27 | 2.19 | 11.38 | ||
Old Westbury Large Cap Strategies | 25.37B | 18.38 | 3.34 | 7.90 | ||
American Funds New Perspective F2 | 19.07B | 15.15 | 2.08 | 11.26 | ||
American Funds New Economy A | 17.53B | 20.68 | 2.32 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.14 | 141.95 | -3.22% | |
Apple | US0378331005 | 6.00 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 5.96 | 417.00 | +1.00% | |
Meta Platforms | US30303M1027 | 5.39 | 559.14 | -0.70% | |
MercadoLibre | US58733R1023 | 4.98 | 2,005.00 | +1.87% |
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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