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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1205 | 1087 | 1328 | 1327 | 2365 | 4164 |
Fund Return | 20.5% | 8.66% | 32.77% | 9.9% | 18.78% | 15.33% |
Place in category | 457 | 135 | 444 | 172 | 99 | 127 |
% in Category | 37 | 12 | 36 | 20 | 13 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 673.97B | 13.58 | 7.92 | - | ||
Vanguard 500 Index Admiral | 524.89B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 382.22B | 13.57 | 7.90 | 12.10 | ||
Vanguard Total Intl Stock Index Inv | 197.19B | 5.10 | 0.28 | 3.96 | ||
Vanguard 500 Index Institutional Se | 179.25B | 15.28 | 10.00 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.79B | 16.80 | 6.08 | 12.95 | ||
Fidelity Contrafund | 128.94B | 25.63 | 10.92 | 14.93 | ||
Fidelity Contrafund K | 128.94B | 25.68 | 10.99 | 15.03 | ||
Fidelity Blue Chip Growth | 61.43B | 26.97 | 9.22 | 17.76 | ||
JPMorgan Large Cap Growth R6 | 58.8B | 24.37 | 10.94 | 17.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.02 | 425.27 | +1.64% | |
Apple | US0378331005 | 12.03 | 217.96 | +0.22% | |
NVIDIA | US67066G1040 | 11.32 | 113.06 | +0.69% | |
Amazon.com | US0231351067 | 4.96 | 182.50 | +1.47% | |
Meta Platforms | US30303M1027 | 4.34 | 465.70 | +2.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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