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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 982 | 1193 | 1121 | 1633 | 3483 |
Fund Return | 0.6% | -1.83% | 19.3% | 3.87% | 10.31% | 13.29% |
Place in category | 1166 | 1202 | 1080 | 679 | 868 | 368 |
% in Category | 97 | 100 | 91 | 64 | 84 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Akre Focus Retail | 4.52B | 0.52 | 3.59 | 12.99 | ||
Akre Focus Supra Institutional | 1.13B | 0.63 | 3.95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 72.29B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 14.07 | 460.41 | +0.34% | |
Constellation Software | CA21037X1006 | 13.43 | 3,694.99 | +0.32% | |
Moody’s | US6153691059 | 12.87 | 414.09 | +0.50% | |
KKR & Co | US48251W1045 | 10.16 | 104.64 | +0.47% | |
American Tower | US03027X1000 | 8.73 | 194.58 | -0.18% |
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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