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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1183 | 996 | 1183 | 1177 | 1768 | 3690 |
Fund Return | 18.27% | -0.41% | 18.27% | 5.57% | 12.08% | 13.95% |
Place in category | 957 | 1017 | 957 | 726 | 814 | 412 |
% in Category | 88 | 93 | 88 | 72 | 85 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Akre Focus Retail | 4.26B | 17.97 | 5.29 | 13.64 | ||
Akre Focus Supra Institutional | 1.18B | 18.37 | 5.65 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 70.65B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 12.31 | 533.49 | -0.14% | |
Constellation Software | CA21037X1006 | 11.96 | 4,633.11 | +1.53% | |
KKR & Co | US48251W1045 | 10.82 | 165.53 | +0.11% | |
Moody’s | US6153691059 | 10.13 | 489.65 | +0.73% | |
American Tower | US03027X1000 | 8.88 | 185.08 | -0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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