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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1119 | 1119 | 1296 | 1080 | 1935 | 3443 |
Fund Return | 11.85% | 11.85% | 29.59% | 2.59% | 14.11% | 13.16% |
Place in category | 95 | 95 | 104 | 237 | 25 | 7 |
% in Category | 29 | 29 | 25 | 67 | 11 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.72B | 5.16 | 7.81 | 10.75 | ||
T. Rowe Price Blue Chip Growth | 29.83B | 14.05 | 7.01 | 14.05 | ||
T. Rowe Price Blue Chip Growth I | 26.23B | 14.08 | 7.15 | - | ||
T. Rowe Price Capital AppreciationI | 25.94B | 5.19 | 7.95 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.51B | 12.98 | 8.36 | 15.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 58.08B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 33.3B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.22B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.16B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 15.77B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 5.63 | - | - | |
Microsoft Corp | - | 5.20 | - | - | |
NVIDIA Corp | - | 4.85 | - | - | |
Eli Lilly and Co | - | 4.32 | - | - | |
Charles Schwab Corp | - | 3.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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