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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1030 | 1300 | 1232 | 1862 | 3659 |
Fund Return | 5.67% | 2.96% | 29.98% | 7.2% | 13.24% | 13.85% |
Place in category | 792 | 856 | 673 | 200 | 498 | 259 |
% in Category | 64 | 69 | 53 | 24 | 48 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 13.64B | 5.93 | 8.01 | 14.71 | ||
Loomis Sayles Growth N | 13.64B | 6.05 | 8.38 | 15.09 | ||
Loomis Sayles Growth Y | 13.64B | 6.03 | 8.27 | 14.99 | ||
Loomis Sayles Global Equity and InC | 2.98B | 2.39 | 0.45 | 6.41 | ||
Loomis Sayles Global Equity and InA | 2.98B | 2.59 | 1.21 | 7.21 |
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 % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 7.68 | - | - | |
NVIDIA Corp | - | 7.65 | - | - | |
Amazon.com Inc | - | 5.83 | - | - | |
Visa Inc Class A | - | 5.28 | - | - | |
Microsoft Corp | - | 5.11 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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