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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1315 | 1288 | 1834 | 3696 |
Fund Return | 8.15% | 8.15% | 31.47% | 8.82% | 12.9% | 13.97% |
Place in category | 1111 | 1111 | 938 | 560 | 834 | 312 |
% in Category | 90 | 90 | 74 | 53 | 79 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Akre Focus Retail | 4.37B | 8.11 | 8.54 | 13.67 | ||
Akre Focus Supra Institutional | 1.09B | 8.18 | 8.91 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 54.2B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 14.07 | 457.10 | -1.15% | |
Constellation Software | CA21037X1006 | 13.43 | 3,612.12 | -0.63% | |
Moody’s | US6153691059 | 12.87 | 374.62 | -0.40% | |
KKR & Co | US48251W1045 | 10.16 | 95.28 | -0.27% | |
American Tower | US03027X1000 | 8.73 | 174.99 | +1.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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