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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1098 | 1314 | 1426 | 2027 | 4377 |
Fund Return | 4.12% | 9.85% | 31.4% | 12.56% | 15.18% | 15.91% |
Place in category | 265 | 322 | 412 | 427 | 571 | 149 |
% in Category | 26 | 28 | 39 | 45 | 61 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 24.95B | 4.16 | 7.09 | 9.68 | ||
MFS Value R6 | 20.18B | 4.15 | 7.20 | 9.79 | ||
MFS Instl International Equity | 17.6B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 15.02B | 4.11 | 12.46 | 15.80 | ||
MFS Intl Diversification I | 14.48B | 4.07 | 3.15 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.40 | 412.64 | +0.71% | |
NVIDIA | US67066G1040 | 8.45 | 134.19 | +3.35% | |
Amazon.com | US0231351067 | 7.79 | 232.78 | +1.58% | |
Meta Platforms | US30303M1027 | 6.40 | 715.22 | +0.10% | |
Apple | US0378331005 | 5.99 | 228.57 | +0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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