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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1087 | 1211 | 1267 | 1677 | 2449 |
Fund Return | 8.73% | 8.73% | 21.13% | 8.21% | 10.89% | 9.37% |
Place in category | 661 | 661 | 567 | 751 | 517 | 293 |
% in Category | 52 | 52 | 47 | 64 | 51 | 41 |
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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.32B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Qualcomm Inc | - | 3.66 | - | - | |
Wells Fargo & Co | - | 2.95 | - | - | |
Chubb | CH0044328745 | 2.92 | 249.22 | +1.54% | |
Western Digital Corp | - | 2.58 | - | - | |
Elevance Health Inc | - | 2.50 | - | - |
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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