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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1047 | 1316 | 1088 | 1687 | 3332 |
Fund Return | 7.54% | 4.66% | 31.6% | 2.84% | 11.03% | 12.79% |
Place in category | 478 | 380 | 537 | 795 | 805 | 480 |
% in Category | 39 | 32 | 44 | 73 | 77 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.48B | -4.52 | -1.51 | 8.02 | ||
Delaware Emerging Markets Instl | 2.86B | 6.93 | -5.97 | 4.32 | ||
Delaware Small Cap Value Instl | 2.65B | 0.70 | 1.26 | 6.95 | ||
Delaware Value Inst | 2.3B | 3.14 | 3.52 | 7.60 | ||
Optimum Large Cap Value Instl | 1.77B | 5.32 | 6.33 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.13B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
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 % | |
---|---|---|---|---|---|
Apple Inc | - | 9.92 | - | - | |
NVIDIA Corp | - | 9.84 | - | - | |
Microsoft Corp | - | 9.21 | - | - | |
Amazon.com Inc | - | 6.28 | - | - | |
Meta Platforms Inc Class A | - | 3.42 | - | - |
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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