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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1176 | 1258 | 1726 | - |
Fund Return | 5.19% | 5.19% | 17.6% | 7.95% | 11.53% | - |
Place in category | 382 | 382 | 161 | 3 | 9 | - |
% in Category | 51 | 51 | 23 | 1 | 2 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.46B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.63B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 26.05B | 14.08 | 7.15 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.35B | 12.98 | 8.36 | 15.38 | ||
T. Rowe Price Growth Stock I | 13.96B | 12.22 | 4.66 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.8B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 49.86B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.01 | 400.74 | -0.87% | |
Aggregate Miscellaneous Equity | - | 4.65 | - | - | |
United States Treasury Notes 3.375% | - | 4.51 | - | - | |
United States Treasury Notes 3.875% | - | 3.14 | - | - | |
Alphabet A | US02079K3059 | 3.01 | 154.14 | -1.20% |
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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