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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 911 | 911 | 1033 | 1286 | 2083 | 3629 |
Fund Return | -8.88% | -8.88% | 3.32% | 8.75% | 15.81% | 13.76% |
Place in category | 507 | 507 | 671 | 347 | 637 | 153 |
% in Category | 51 | 51 | 68 | 41 | 70 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 23.24B | 3.94 | 7.10 | 9.15 | ||
MFS Value R6 | 18.53B | 3.96 | 7.21 | 9.26 | ||
MFS Instl International Equity | 17.19B | 6.59 | 6.90 | 7.17 | ||
MFS Intl Diversification I | 13.7B | 5.82 | 5.45 | 6.57 | ||
MFS Research International R6 | 13.16B | 5.00 | 3.97 | 5.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 132.04B | -6.42 | 8.56 | 12.54 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Vanguard Growth Index Adm | 88.07B | -9.50 | 9.51 | 14.21 | ||
JPMorgan Large Cap Growth R6 | 59.57B | -7.73 | 11.64 | 16.41 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.48 | 388.45 | +1.86% | |
NVIDIA | US67066G1040 | 7.89 | 110.93 | +3.12% | |
Amazon.com | US0231351067 | 7.70 | 184.87 | +2.01% | |
Meta Platforms | US30303M1027 | 7.46 | 543.57 | -0.50% | |
Apple | US0378331005 | 5.78 | 198.15 | +4.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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