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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1032 | 1260 | 1263 | 1875 | 2800 |
Fund Return | 10.97% | 3.21% | 26.01% | 8.1% | 13.4% | 10.85% |
Place in category | 665 | 912 | 878 | 668 | 854 | 561 |
% in Category | 40 | 59 | 61 | 50 | 71 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.08B | 8.88 | 5.71 | 8.21 | ||
Lord Abbett Growth Leaders I | 2.84B | 16.66 | 2.22 | 14.30 | ||
Lord Abbett Natl Tax-Free Income A | 2.58B | -0.53 | -2.36 | 2.43 | ||
Lord Abbett Intermediate Tax Free I | 2.44B | -0.30 | -1.34 | 2.13 | ||
Lord Abbett Growth Leaders A | 2.13B | 16.53 | 1.96 | 14.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.71 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 5.48 | 131.88 | +1.75% | |
Exxon Mobil | US30231G1022 | 4.54 | 109.11 | -0.85% | |
Mastercard | US57636Q1040 | 2.90 | 444.63 | -0.08% | |
UnitedHealth | US91324P1021 | 2.84 | 497.12 | -0.04% |
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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