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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 915 | 943 | 1163 | 2221 | 3062 | 6749 |
Fund Return | -8.49% | -5.66% | 16.3% | 30.48% | 25.08% | 21.04% |
Place in category | - | - | - | - | - | - |
% in Category | 36 | 27 | 30 | 2 | 4 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.44B | 10.55 | 11.44 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.4B | 10.35 | 11.75 | - | ||
State Street Equity 500 Index II | 2.02B | 10.55 | 11.42 | - | ||
State Street Global Eq ex-US Index | 1.51B | 4.21 | 1.72 | - | ||
SSgA S&P 500 Index N | 1.41B | 10.51 | 11.33 | 12.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 133.74B | 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 | 53.79B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 12.44 | - | - | |
Microsoft Corp | - | 10.13 | - | - | |
Amazon.com Inc | - | 6.58 | - | - | |
Meta Platforms Inc Class A | - | 4.81 | - | - | |
Tesla Inc | - | 4.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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