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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1309 | 1049 | 1309 | 1288 | 2091 | 4311 |
Fund Return | 30.9% | 4.88% | 30.9% | 8.79% | 15.9% | 15.73% |
Place in category | 465 | 600 | 465 | 262 | 435 | 114 |
% in Category | 44 | 54 | 44 | 30 | 47 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Homestead Value | 1.06B | 14.31 | 6.83 | 10.26 | ||
Homestead Stock Index | 267.3M | 24.39 | 8.42 | 12.51 | ||
Homestead Small Company Stock | 239.9M | 17.03 | 6.15 | 7.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.23B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 147.82B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 13.13B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 69.69B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.86 | 411.17 | -0.94% | |
NVIDIA | US67066G1040 | 10.23 | 116.69 | -2.81% | |
Amazon.com | US0231351067 | 7.45 | 237.87 | +0.08% | |
Apple | US0378331005 | 7.30 | 226.26 | -4.13% | |
Alphabet A | US02079K3059 | 6.14 | 202.55 | -0.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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