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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1054 | 1251 | 1189 | 1713 | 2389 |
Fund Return | 8.87% | 5.44% | 25.11% | 5.95% | 11.37% | 9.1% |
Place in category | 391 | 219 | 341 | 650 | 509 | 278 |
% in Category | 31 | 21 | 31 | 57 | 51 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.51B | 4.90 | 6.06 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 32.42B | 17.02 | 5.95 | 14.08 | ||
T. Rowe Price Blue Chip Growth I | 28.95B | 17.08 | 6.09 | - | ||
T. Rowe Price Capital AppreciationI | 27.04B | 4.96 | 6.19 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.19B | 14.17 | 6.81 | 15.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Qualcomm Inc | - | 3.65 | - | - | |
Wells Fargo & Co | - | 2.93 | - | - | |
Chubb | CH0044328745 | 2.91 | 259.46 | -1.42% | |
Western Digital Corp | - | 2.57 | - | - | |
Elevance Health Inc | - | 2.49 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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