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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 983 | 1260 | 1194 | 1743 | 3488 |
Fund Return | 4.7% | -1.74% | 26.02% | 6.09% | 11.75% | 13.31% |
Place in category | 1109 | 1080 | 927 | 640 | 897 | 402 |
% in Category | 94 | 93 | 79 | 62 | 87 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Akre Focus Retail | 4.35B | 4.60 | 5.81 | 13.01 | ||
Akre Focus Supra Institutional | 1.1B | 4.75 | 6.18 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 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 | ||
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 14.07 | 449.79 | +0.25% | |
Constellation Software | CA21037X1006 | 13.43 | 3,841.84 | +0.89% | |
Moody’s | US6153691059 | 12.87 | 403.70 | -0.77% | |
KKR & Co | US48251W1045 | 10.16 | 97.99 | -1.51% | |
American Tower | US03027X1000 | 8.73 | 194.26 | -2.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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