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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1327 | 1070 | 1327 | 1302 | 2323 | 4321 |
Fund Return | 32.68% | 6.97% | 32.68% | 9.2% | 18.37% | 15.76% |
Place in category | 352 | 264 | 352 | 208 | 115 | 109 |
% in Category | 34 | 23 | 34 | 25 | 16 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 577.55B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 421.1B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 206B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 204.82B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 151.33B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.13B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 67.2B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.53 | 234.40 | -1.03% | |
NVIDIA | US67066G1040 | 10.69 | 133.23 | -1.97% | |
Microsoft | US5949181045 | 10.55 | 417.19 | -0.42% | |
Amazon.com | US0231351067 | 6.28 | 218.46 | -0.22% | |
Meta Platforms | US30303M1027 | 4.46 | 608.33 | -1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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