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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1027 | 1232 | 1351 | 1852 | 3060 |
Fund Return | 2.7% | 2.73% | 23.16% | 10.54% | 13.12% | 11.83% |
Place in category | 1133 | 1334 | 848 | 732 | 806 | 599 |
% in Category | 80 | 94 | 61 | 57 | 69 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.46B | 5.10 | 8.79 | 9.16 | ||
Lord Abbett Growth Leaders I | 3.3B | 4.73 | 12.32 | 16.57 | ||
Lord Abbett Natl Tax-Free Income A | 2.71B | 0.05 | -0.45 | 2.17 | ||
Lord Abbett Intermediate Tax Free I | 2.7B | 0.51 | 0.56 | 2.03 | ||
Lord Abbett Growth Leaders A | 2.54B | 4.70 | 12.04 | 16.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.71 | 409.75 | -1.46% | |
NVIDIA | US67066G1040 | 6.66 | 129.84 | +0.90% | |
UnitedHealth | US91324P1021 | 3.94 | 527.03 | -0.57% | |
Exxon Mobil | US30231G1022 | 3.15 | 108.89 | +0.42% | |
Apple | US0378331005 | 3.13 | 227.63 | -2.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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