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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1320 | 1360 | 2015 | 3325 |
Fund Return | 11.18% | 11.18% | 32.01% | 10.79% | 15.04% | 12.76% |
Place in category | 447 | 447 | 250 | 514 | 224 | 122 |
% in Category | 27 | 27 | 16 | 38 | 20 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 6.77B | 9.64 | 8.71 | 12.39 | ||
Eaton Vance Atlanta Capital SMID R6 | 4.64B | 9.64 | 8.78 | - | ||
Eaton Vance National Municipal IncI | 2.98B | 0.14 | -0.13 | 3.50 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2B | 11.09 | 10.48 | 12.42 | ||
Eaton Vance National Municipal IncA | 1.17B | 0.08 | -0.37 | 3.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 413.54 | +1.69% | |
Apple | US0378331005 | 6.61 | 181.71 | -0.91% | |
Amazon.com | US0231351067 | 4.65 | 188.70 | +1.34% | |
NVIDIA | US67066G1040 | 4.44 | 921.40 | +3.77% | |
Meta Platforms | US30303M1027 | 3.55 | 465.68 | +3.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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