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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 944 | 1189 | 1002 | 1698 | 3498 |
Fund Return | 2.48% | -5.63% | 18.88% | 0.05% | 11.18% | 13.34% |
Place in category | 1154 | 1159 | 1119 | 1015 | 934 | 398 |
% in Category | 98 | 98 | 96 | 92 | 90 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Polen Growth Investor | 271.61M | 2.40 | -0.20 | 13.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 14.89 | 183.66 | -0.09% | |
Microsoft | US5949181045 | 9.32 | 442.57 | +0.22% | |
Alphabet C | US02079K1079 | 7.85 | 178.37 | +0.92% | |
Netflix | US64110L1061 | 5.55 | 669.38 | +2.47% | |
Visa A | US92826C8394 | 5.51 | 270.66 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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