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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1198 | 1147 | 1293 | 977 | 1617 | 3321 |
Fund Return | 19.84% | 14.66% | 29.31% | -0.78% | 10.09% | 12.75% |
Place in category | 326 | 194 | 309 | 389 | 266 | 34 |
% in Category | 63 | 35 | 64 | 82 | 63 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.43B | 28.00 | 11.39 | 13.31 | ||
BlackRock Equity Dividend Instl | 9.98B | 17.13 | 10.20 | 9.85 | ||
BlackRock International Index Instl | 10.32B | 6.72 | 4.35 | 5.16 | ||
BlackRock International Index Inv A | 10.32B | 6.43 | 4.07 | 4.89 | ||
BlackRock International Index K | 10.32B | 6.77 | 4.41 | 5.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.19B | 29.43 | 9.74 | 13.27 | ||
T. Rowe Price Mid-Cap Growth I | 12.87B | 15.57 | 3.54 | - | ||
Vanguard Mid-Cap Growth Index Admir | 13.35B | 23.87 | 3.42 | 11.06 | ||
T. Rowe Price Mid-Cap Growth | 12.04B | 15.44 | 3.40 | 10.90 | ||
T. Rowe Price New Horizons I | 9.84B | 13.92 | -5.33 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Applovin | US03831W1080 | 5.10 | 350.65 | +2.60% | |
Axon Enterprise | US05464C1018 | 4.38 | 601.06 | +0.77% | |
Vertiv Holdings Co | US92537N1081 | 3.96 | 125.67 | +6.23% | |
Ares Management | US03990B1017 | 3.15 | 181.11 | +1.27% | |
Comfort Systems | US1999081045 | 2.69 | 448.55 | +4.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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