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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1064 | 1406 | 1258 | 1890 | 4404 |
Fund Return | 9.02% | 6.45% | 40.58% | 7.96% | 13.57% | 15.98% |
Place in category | 64 | 34 | 100 | 50 | 118 | 95 |
% in Category | 18 | 15 | 31 | 19 | 46 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
White Oak Select Growth | 423.97M | 8.13 | 4.66 | 11.80 | ||
Pin Oak Equity | 137.06M | 7.71 | 2.81 | 9.80 | ||
Live Oak Health Sciences Fund | 53.08M | 1.19 | 7.24 | 8.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Semiconductors | 16.76B | 23.26 | 27.13 | 26.93 | ||
Fidelity Select Technology | 11.99B | 7.61 | 7.87 | 19.72 | ||
Fidelity Select Software & IT Svcs | 11.01B | -3.77 | 4.44 | 17.19 | ||
Vanguard Information Technology Idx | 10.99B | 2.45 | 10.38 | 19.80 | ||
Columbia Seligman Comms & Info A | 7.62B | 4.28 | 7.66 | 19.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KLA Corp | - | 7.50 | - | - | |
Amazon.com Inc | - | 7.42 | - | - | |
Alphabet Inc Class C | - | 7.26 | - | - | |
Microsoft Corp | - | 6.54 | - | - | |
Synopsys Inc | - | 5.90 | - | - |
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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