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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1035 | 1266 | 1030 | 2004 | 3392 |
Fund Return | 12.18% | 3.53% | 26.58% | 0.99% | 14.91% | 12.99% |
Place in category | 86 | 89 | 86 | 214 | 23 | 7 |
% in Category | 27 | 33 | 24 | 61 | 10 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.32B | 4.90 | 6.06 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 31.94B | 17.02 | 5.95 | 14.08 | ||
T. Rowe Price Capital AppreciationI | 26.86B | 4.96 | 6.19 | - | ||
T. Rowe Price Blue Chip Growth I | 28.35B | 17.08 | 6.09 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.66B | 14.17 | 6.81 | 15.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.2B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.54B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.87B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.32B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.53B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 5.62 | - | - | |
Microsoft Corp | - | 5.19 | - | - | |
NVIDIA Corp | - | 4.84 | - | - | |
Eli Lilly and Co | - | 4.32 | - | - | |
Charles Schwab Corp | - | 3.01 | - | - |
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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