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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1161 | 1425 | 1331 | 2047 | 3832 |
Fund Return | 16.13% | 16.13% | 42.49% | 10.01% | 15.4% | 14.38% |
Place in category | 89 | 89 | 273 | 382 | 482 | 238 |
% in Category | 7 | 7 | 24 | 38 | 46 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.59B | 8.81 | 8.53 | 9.46 | ||
MFS Value R6 | 20.35B | 8.84 | 8.65 | 9.57 | ||
MFS Growth R6 | 17.15B | 16.23 | 10.39 | 14.77 | ||
MFS Intl Diversification I | 14.93B | 4.19 | 1.45 | 5.88 | ||
MFS Instl International Equity | 14.52B | 4.74 | 6.55 | 6.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 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 | 54.17B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 14.13 | 395.12 | +1.49% | |
NVIDIA | US67066G1040 | 8.40 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 6.73 | 178.86 | +2.21% | |
Meta Platforms | US30303M1027 | 5.74 | 439.10 | +2.08% | |
Alphabet A | US02079K3059 | 5.55 | 163.79 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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