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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1210 | 1429 | 1070 | 1762 | 2751 |
Fund Return | 3.44% | 20.98% | 42.91% | 2.27% | 11.99% | 10.65% |
Place in category | 384 | 331 | 35 | 928 | 864 | 683 |
% in Category | 29 | 27 | 4 | 84 | 83 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.47B | -4.52 | -1.51 | 8.02 | ||
Delaware Emerging Markets Instl | 2.75B | 6.93 | -5.97 | 4.32 | ||
Delaware Small Cap Value Instl | 2.61B | 0.70 | 1.26 | 6.95 | ||
Delaware Value Inst | 2.23B | 3.14 | 3.52 | 7.60 | ||
Optimum Large Cap Growth Instl | 1.89B | 7.54 | 2.84 | 12.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.77 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 7.64 | 176.44 | -1.60% | |
NVIDIA | US67066G1040 | 5.76 | 1,096.33 | -0.82% | |
Mastercard | US57636Q1040 | 5.25 | 447.07 | +1.12% | |
Visa A | US92826C8394 | 4.73 | 272.46 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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