
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1086 | 1197 | 1370 | 1716 | 3216 |
Fund Return | 5.34% | 8.6% | 19.75% | 11.07% | 11.41% | 12.39% |
Place in category | 102 | 621 | 964 | 658 | 879 | 651 |
% in Category | 11 | 53 | 89 | 66 | 92 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID I | 7.83B | 2.19 | 9.14 | 12.43 | ||
Eaton Vance Atlanta Capital SMID R6 | 5.97B | 2.19 | 9.21 | 12.52 | ||
Eaton Vance National Municipal IncI | 3.26B | 0.00 | 0.80 | 2.67 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.32B | 3.60 | 12.29 | 13.37 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.5B | 3.62 | 12.58 | 13.70 |
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 % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 8.65 | 236.34 | +0.03% | |
White Mountains Insurance | BMG9618E1075 | 7.68 | 1,893.20 | +1.15% | |
Alphabet C | US02079K1079 | 7.33 | 187.13 | +0.72% | |
Godaddy Inc | US3802371076 | 6.91 | 176.55 | -2.50% | |
TJX | US8725401090 | 6.36 | 123.42 | -0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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