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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1378 | 1117 | 1378 | 1075 | 1802 | 3622 |
Fund Return | 37.75% | 11.72% | 37.75% | 2.43% | 12.51% | 13.74% |
Place in category | 108 | 76 | 108 | 920 | 787 | 446 |
% in Category | 10 | 6 | 10 | 89 | 82 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Baron Growth Instl | 4.71B | 5.02 | -2.14 | 10.28 | ||
Baron Partners Institutional | 4.11B | 33.08 | 3.21 | 21.34 | ||
Baron Emerging Markets Institutiona | 3.42B | 7.90 | -4.66 | 2.88 | ||
Baron Partners Retail | 3.3B | 32.73 | 2.95 | 21.02 | ||
Baron Small Cap Instl | 2.73B | 13.61 | -0.12 | 10.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.48B | 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 | 69.66B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.93 | 119.83 | -3.13% | |
Amazon.com | US0231351067 | 8.73 | 234.64 | -1.02% | |
Meta Platforms | US30303M1027 | 7.36 | 692.72 | +2.40% | |
Shopify Inc | CA82509L1076 | 6.93 | 118.84 | +1.93% | |
ServiceNow Inc | US81762P1021 | 5.37 | 997.96 | -12.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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