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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1206 | 1330 | 1848 | - |
Fund Return | 8.13% | 8.13% | 20.65% | 9.97% | 13.07% | - |
Place in category | 1236 | 1236 | 1233 | 750 | 820 | - |
% in Category | 81 | 81 | 85 | 56 | 68 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.81B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.76B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 26.17B | 14.08 | 7.15 | - | ||
T. Rowe Price Capital AppreciationI | 26B | 5.19 | 7.95 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.44B | 12.98 | 8.36 | 15.38 |
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 Corp | - | 6.82 | - | - | |
Apple Inc | - | 3.60 | - | - | |
Visa Inc Class A | - | 2.26 | - | - | |
GE Aerospace | - | 2.14 | - | - | |
JPMorgan Chase & Co | - | 2.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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