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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1026 | 1151 | 1129 | 1467 | 2345 |
Fund Return | 4.28% | 2.56% | 15.13% | 4.14% | 7.96% | 8.9% |
Place in category | 65 | 267 | 207 | 266 | 231 | 91 |
% in Category | 17 | 75 | 66 | 85 | 77 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 15.23B | 3.59 | 11.43 | 16.21 | ||
AB International Strat Eqs Adv | 7.05B | 4.17 | 3.97 | - | ||
AB Large Cap Growth Z | 6.7B | 3.61 | 11.51 | - | ||
AB Large Cap Growth A | 5.12B | 3.57 | 11.15 | 15.92 | ||
AB Diversified Municipal | 4.82B | 0.50 | 1.21 | 1.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.13B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.18B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.12B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.47B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth R6 | 286.94M | 3.65 | 6.53 | 4.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 409.75 | -1.46% | |
NVIDIA | US67066G1040 | 4.55 | 129.84 | +0.90% | |
Otis Worldwide | US68902V1070 | 3.82 | 94.83 | -1.27% | |
Elevance Health | US0367521038 | 3.66 | 391.42 | +0.24% | |
Goldman Sachs | US38141G1040 | 3.66 | 655.90 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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