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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 982 | 1194 | 1123 | 1640 | - |
Fund Return | 0.63% | -1.81% | 19.4% | 3.95% | 10.4% | - |
Place in category | 1165 | 1201 | 1076 | 669 | 858 | - |
% in Category | 97 | 100 | 91 | 63 | 83 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Akre Focus Instl | 7.13B | 0.60 | 3.87 | 13.29 | ||
Akre Focus Retail | 4.52B | 0.52 | 3.59 | 12.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 14.07 | 459.66 | -0.13% | |
Constellation Software | CA21037X1006 | 13.43 | 3,694.99 | +0.32% | |
Moody’s | US6153691059 | 12.87 | 412.57 | -0.33% | |
KKR & Co | US48251W1045 | 10.16 | 104.89 | +0.24% | |
American Tower | US03027X1000 | 8.73 | 191.76 | -1.41% |
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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