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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1185 | 1070 | 1286 | 1168 | 1886 | - |
Fund Return | 18.47% | 6.99% | 28.56% | 5.32% | 13.53% | - |
Place in category | 63 | 8 | 803 | 734 | 788 | - |
% in Category | 7 | 1 | 68 | 69 | 75 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 21.35B | 7.99 | 7.46 | 7.38 | ||
Artisan International Value Advisor | 9.96B | 7.96 | 7.36 | - | ||
Artisan Mid Cap Advisor | 4.5B | 3.21 | -4.16 | - | ||
Artisan Mid Cap Institutional | 4.5B | 3.25 | -4.08 | 9.69 | ||
Artisan Mid Cap Investor | 4.5B | 3.19 | -4.29 | 9.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.07B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.60 | - | - | |
GENERAL ELECTRIC CO COMMON STOCK USD 0.01 | - | 6.58 | - | - | |
NVIDIA Corp | - | 5.87 | - | - | |
Option Put on NVIDIA Corp | - | 5.66 | - | - | |
Option Call on Maplebear Inc | - | 4.95 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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