
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1043 | 1095 | 1066 | 1474 | 2579 |
Fund Return | 2.2% | 4.27% | 9.52% | 2.14% | 8.06% | 9.94% |
Place in category | 867 | 1058 | 1075 | 1013 | 942 | 736 |
% in Category | 78 | 97 | 100 | 100 | 100 | 99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Aberdeen Emerging Markets Instl | 534.34M | 1.26 | -5.52 | 2.46 | ||
Aberdeen Emerging Markets Instl Svc | 401.07M | 1.27 | -5.66 | 2.32 | ||
Aberdeen US Multi-Cap Equity A | 226.7M | 2.24 | 1.92 | 9.71 | ||
Aberdeen US Small Cap Equity Inst | 208.47M | 7.99 | 5.60 | 11.28 | ||
Aberdeen US Small Cap Equity A | 108.12M | 7.99 | 5.19 | 10.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.21B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 70.46B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.87 | 414.93 | +1.29% | |
Mastercard | US57636Q1040 | 7.14 | 569.20 | +0.10% | |
American Express | US0258161092 | 4.96 | 310.00 | -0.91% | |
TJX | US8725401090 | 4.42 | 123.19 | -0.52% | |
LPL Financial | US50212V1008 | 4.28 | 382.08 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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