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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1134 | 1348 | 1584 | 2261 | 4382 |
Fund Return | 3.99% | 13.44% | 34.77% | 16.58% | 17.72% | 15.92% |
Place in category | 313 | 118 | 206 | 21 | 177 | 147 |
% in Category | 28 | 9 | 20 | 3 | 23 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 16.11B | 4.06 | 17.49 | 16.80 | ||
Loomis Sayles Growth N | 16.11B | 4.08 | 17.87 | 17.20 | ||
Loomis Sayles Growth Y | 16.11B | 4.06 | 17.76 | 17.08 | ||
Loomis Sayles Global Equity and InY | 2.99B | 4.24 | 6.01 | 8.67 | ||
Loomis Sayles Global Equity and InC | 2.99B | 4.15 | 4.96 | 7.59 |
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 | 70.55B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.30 | 138.85 | +2.63% | |
Tesla | US88160R1014 | 8.88 | 355.84 | -0.03% | |
Meta Platforms | US30303M1027 | 7.31 | 736.67 | +1.11% | |
Amazon.com | US0231351067 | 6.14 | 228.68 | -0.73% | |
Netflix | US64110L1061 | 5.90 | 1,058.60 | +1.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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